Plannix, a personal finance hub that offers wealth tracking, portfolio management, and financial planning services, has teamed up with Salt Edge, a provider of open banking solutions. Through this collaboration, users from Italy and other European countries can connect and view all their bank accounts in one place instantly. Plannix aims to redefine financial planning and advisory services for investors by providing a suite of tools for asset allocation, portfolio tracking, and management fee scanning. By integrating with Salt Edge’s data aggregation resources and financial insights features, Plannix hopes to offer more accurate financial tracking, analysis, and budgeting tools.
Italian personal finance hub Plannix has partnered with Salt Edge to optimise personal finance across Europe through open banking. The collaboration will allow Plannix customers to connect and view all their bank accounts in one app, while benefiting from enhanced account information and data aggregation resources. Salt Edge’s data enrichment features will offer deeper insights into financial behaviours, resulting in improved financial planning and advisory experience. The partnership aims to revolutionise financial planning and advisory services, providing secure and user-friendly solutions for a generation of savvy investors.
Plannix offers personalized solutions for long-term investment goals, including asset allocation and portfolio tracking tools, KPIs about wealth and savings, and management fee scanning. With Salt Edge’s expertise in financial data aggregation and secure APIs, Plannix can ensure the highest level of financial security and compliance with rules and regulations. Salt Edge’s extensive connections to Italian banking institutions also enable Plannix users to securely connect their bank accounts to the platform, giving them a holistic view of their finances and investments.
Plannix aims to expand its reach to key European regions such as France, Spain, and Germany. Partnering with Salt Edge, which has connections to over 2,500 financial institutions in Europe, will enable users from these countries to connect and manage their bank accounts in a simple and compliant way through the Plannix app.