Transparency alternatives to Holistiplan
Other Wealth management software vendors we measure, sorted by how much we found at them and not at Holistiplan. This is a comparison of disclosure, not of features or fitness.
12 shown of 38 that differ from Holistiplan on at least one criterion we measured for both. Public transparency score, not a product or security rating.
Holistiplan has 9 gaps in what we could measure: Data processing agreement, Subprocessor list, Status page with history, Certifications named, Uptime SLA with a figure, No third-party tracking before consent, security.txt (RFC 9116), Notice before subprocessors change, Named privacy contact. The column “Found there, not found at Holistiplan” is the one that closes them.
| Vendor | Score | Found there, not found at Holistiplan | Found at Holistiplan, not found there | |
|---|---|---|---|---|
| Orionorion.comSee also Transparency alternatives to Orion | 43/100 | 3 Subprocessor list, Certifications named, Named privacy contact | 1 Public pricing | Compare |
| Miligetmili.aiSee also Transparency alternatives to Mili | 39/100 | 3 Certifications named, Notice before subprocessors change, Named privacy contact | 1 Public pricing | Compare |
| Bank Vontobel Techvontobel.comSee also Transparency alternatives to Bank Vontobel Tech | 26/100 | 3 No third-party tracking before consent, security.txt (RFC 9116), Named privacy contact | 2 Data location stated, Public pricing | Compare |
| Addeparaddepar.comSee also Transparency alternatives to Addepar | 36/100 | 2 Subprocessor list, Named privacy contact | 1 Data location stated | Compare |
| Altruistaltruist.comSee also Transparency alternatives to Altruist | 26/100 | 2 Status page with history, Certifications named | 2 Public pricing, HTTPS enforced with HSTS | Compare |
| Betterment Advisorbetterment.comSee also Transparency alternatives to Betterment Advisor | 26/100 | 2 Certifications named, Named privacy contact | 1 Data location stated | Compare |
| Ychartsycharts.comSee also Transparency alternatives to Ycharts | 22/100 | 2 Status page with history, Certifications named | 2 Data location stated, Public pricing | Compare |
| Emoneyemoneyadvisor.comSee also Transparency alternatives to Emoney | 17/100 | 2 Certifications named, Named privacy contact | 2 Data location stated, Public pricing | Compare |
| Temenostemenos.comSee also Transparency alternatives to Temenos | 9/100 | 2 Certifications named, Named privacy contact | 3 Data location stated, Public pricing, HTTPS enforced with HSTS | Compare |
| Asset-mapasset-map.comSee also Transparency alternatives to Asset-map | 35/100 | 1 Certifications named | nothing | Compare |
| Avaloqavaloq.comSee also Transparency alternatives to Avaloq | 27/100 | 1 Named privacy contact | 1 Public pricing | Compare |
| Aixigoaixigo.comSee also Transparency alternatives to Aixigo | 26/100 | 1 Named privacy contact | 1 Public pricing | Compare |
Only criteria we could measure for both are counted. Where we could measure one and not the other, the row is silent: that would be a statement about our measurement, not about either vendor. Every single result with its source is on the two profiles.