HolisticView app for iPhone and iPad

4.2 ( 3312 ratings )

Finance
Developer: Uptick Partners, LLC

Free

Current version: 1.2, last update: 1 year ago
First release : 26 Jul 2023
App size: 2.45 Mb

HolisticView provides a clear and simple way for you to view your personal balance sheet 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