HolisticView 1.2

Uptick Partners, LLC ❘ Freeware ❘
iOS
out of 3 votes

HolisticView offers a straightforward and accessible platform for reviewing your personal financial overview at any location and at any time.

It provides up-to-date details on recent trades and transactions, current portfolio holdings, performance metrics, and additional account information.

KEY FEATURES:

Real-time portfolio monitoring
User-friendly reporting and easy access
Synchronization of held-away accounts
Availability from any location
Notifications from your financial advisor

Overview

HolisticView is a Freeware software in the category Business developed by Uptick Partners, LLC.

The latest version of HolisticView is 1.2, released on 05/19/2025. It was initially added to our database on 05/19/2025.

HolisticView runs on the following operating systems: iOS.

Users of HolisticView gave it a rating of 5 out of 5 stars.

Screenshots (Click to view larger)

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Latest Version
1.2

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