App Profile: HolisticView
Android / Games / Puzzles
HolisticView
Installs:
Rating:
5.00
Total Reviews:
3
Top Countries:
< $5k
/mo
< 5k
/mo
Reviews: What People Think About HolisticView
TheXEJ
Rating: 5/5
The mobile app is a great companion to the desktop login and gives me a lot of info when I am on the go. The login process is smooth and I appreciate how intuitive it is.
About HolisticView
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
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
File size: 2573312
Launched countries: USCA
Minimum OS version: 12.0
Release Date: 1690354800000
Published by Uptick Partners, LLC
Website url: https://holisticplanning.com/
Publisher country:
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