Preview
Description
Holistic Planning provides a clear and simple way for you to view your investments from anywhere at any time. See the most recent trades and transactions in your accounts, current portfolio holdings, performance, and more. KEY FEATURES: - View portfolios in real time - Simplified reporting and access - Sync held-away accounts - Accessible from anywhere - Receive notifications from your advisor
What's New
Version 1.4 2025-06-09
New Previews and Screenshots available Technical Analysis
Package Overview Basic metadata
Bundle ID
com.holisticplanning.client Current Version 1.4
Minimum iOS 12.0
Package Size App Store Size
Package Metadata 0 / 5 version records
Detailed binary, privacy manifest, framework, and Info.plist results have not been indexed for this package yet. The verified App Store and archive metadata above remains available.
Developer Information
Known Version Records
0 version records with stored package metadata • 5 known version records
Stored metadata does not guarantee a package is currently available to download.
| Details | Version / IDs | Version date | Action |
|---|---|---|---|
| Not archived | App Store ID: 875422763 | Unknown | Request Version |
| Not archived | App Store ID: 874575704 | Unknown | Request Version |
| Not archived | App Store ID: 859170422 | Unknown | Request Version |
| Not archived | App Store ID: 858784108 | Unknown | Request Version |
| Not archived | App Store ID: 858673550 | Unknown | Request Version |