Latest Version
1.2 Safe to install
1.2 Safe to install
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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