Plannix, a personal finance hub that helps with wealth tracking, portfolio management, and financial planning, teams up with Salt Edge, a key player focused on offering open banking solutions, to enable users from Italy and beyond “to connect and view all their bank accounts in one place instantly.”
These days, financial planning is “a crucial aspect of our daily lives.”
The constantly fluctuating markets, investment requirements, and day-to-day costs require people to “plan their finances more carefully.”
This simple but important budgeting approach “enables individuals to make informed decisions, allocate resources effectively, and work towards their economic goals.”
In the pursuit of helping its clients with their long-term investment goals, Plannix provides personalized solutions “that foster smarter and more informed financial planning.”
Plannix says that it offers an array of services designed “to redefine financial planning and advisory services for investors.”
The suite of tools includes “a complete asset allocation and portfolio tracker, insightful KPIs about wealth and savings, and a transparent management fee scanner.”
By integrating with the Salt Edge Partner Program, Plannix customers will “benefit from enhanced account information and data aggregation resources, leading to more accurate financial tracking and analysis, as well as improved budgeting tools.”
Moreover, integrating Salt Edge’s data enrichment features will “offer deeper insights into financial behaviours, improving the overall financial planning and advisory experience.”
Salt Edge stands out for its expertise “in financial data aggregation, offering secure and streamlined APIs that are in strict compliance with PSD2 standards.”
For Plannix, this will ensure “the highest level of financial security and align with a commitment to providing comprehensive and user-friendly financial management solutions.”
Furthermore, Salt Edge’s hundreds of connections to Italian banking institutions “will enable their customers to select and securely connect their bank accounts to the Plannix platform, enjoying a holistic view of all their finances and investments in one app.”
At Plannix, they are dedicated to “transforming how people manage their finances.”
Their goal is to be “more than just a provider of financial tools; they aspire to be a hub for smart, long-term financial empowerment and to nurture a generation of savvy investors.”
Their partnership with Salt Edge is a testament “to this mission, ensuring our solutions are innovative, user-friendly, secure, and compliant.”
This collaboration marks a significant step in enhancing financial planning and advisory and promoting the well-being of our users.
As noted in the update, Plannix, a financial technology company, “specializes in simplifying the financial lives of investors.”
Their platform assists in “monitoring wealth, portfolios, and investments to create successful financial plans. With tools for asset tracking, wealth overview, and investment monitoring, Plannix is designed to simplify investor life.”
They support connecting to “a vast range of European banks securely and quickly, facilitating effective financial management.”
Plannix is committed to “being an all-in-one solution for successful investing, prioritising data encryption and security to protect and empower our users.”
