Plannix integrates with Salt Edge to ‘revolutionise’ financial planning

Ellie Duncan
26 Jan 2024

Users of Italian personal finance hub Plannix will be able to connect and view all their bank accounts in one place, by integrating with the Salt Edge’s ‘Partner Program’.

Anton Cebanu, Salt Edge’s Open Banking solution expert, said that the combination of Plannix’s personal finance hub and Salt Edge’s account aggregation solution will give users the flexibility to connect and manage multiple bank accounts in a single application, while also receiving personalised financial insights and a secure compliance experience.

Plannix is designed to help users with wealth tracking, portfolio management and financial planning through a range of tools, including a complete asset allocation and portfolio tracker, key performance indicators about wealth and savings, and a transparent management fee “scanner”.

Salt Edge’s connections to Italian banks, which run into the hundreds, will enable customers to connect their bank accounts to the Plannix platform.

“Our goal is to be more than just a provider of financial tools; we aspire to be a hub for smart, long-term financial empowerment and to nurture a generation of savvy investors,” Luca Lixi, chief executive officer and founder of Plannix said.

“Our 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 revolutionising financial planning and advisory, and promoting the wellbeing of our users.”

Plannix already has more than 35,000 members in Italy and now plans to expand its reach to other European markets, including France, Spain and Germany, with the support of Salt Edge.

“We are pleased to support Plannix in this transformative journey through our Open Banking solutions,” added Cebanu.

Further reading: Salt Edge and Lloyds Banking Group discuss ‘hype’ around AI, blockchain