Laatste versie
1.2 Veilig te installeren
1.2 Veilig te installeren
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
Overzicht
HolisticView is Freeware software in de categorie Zakelijk ontwikkeld door Uptick Partners, LLC.
De nieuwste versie van HolisticView is 1.2, uitgegeven op 19-05-2025. Het werd aanvankelijk toegevoegd aan onze database op 19-05-2025.
HolisticView draait op de volgende operating systems: iOS.
Gebruikers van HolisticView gaven het een beoordeling van 5 op 5 sterren.
Aanverwant
Bank Central - Colorado
Track your spending, set up alerts, deposit checks, pay bills, transfer funds, send money to friends, find the nearest ATM or branch locations, enroll in Text Banking+ and more, all from your smartphone.BP Federal Credit Union
The BPFCU Mobile Banking app offers convenient access to your accounts from your mobile device. With a range of helpful features, it allows you to manage your finances with ease.Citizens 1st Bank
Experience the convenience of accessing your banking services round-the-clock directly from your iPhone: Monitor Accounts: View account balances and transaction history Perform Transactions: Pay bills …CTC Banking
CTC Banking is a free mobile application that serves as a reliable and convenient tool for managing your finances. It offers a range of features that can assist you in organizing and controlling your financial transactions.First National Bank of Jasper
First National Bank of Jasper is an exceptional personal financial solution that acts as your dedicated advocate, allowing you to effortlessly consolidate all your financial accounts, including those from other banks and credit …Henderson FSB Mobile Banking
Henderson FSB Mobile Banking brings the convenience of our Internet Banking Service to your iPhone. If managing your finances has become complicated and time-consuming, our Mobile Banking Service is here to help.Recente beoordelingen
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