Holistic Planning +
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Holistic Planning + 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
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Update Target API
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phone
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+19368000800
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HOLISTIC PLANNING, LLC
taylor@holisticplanning.com
777 E Austin St
Nacogdoches, TX 75965
United States
+1 832-454-9339
