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Plannix Integrates Salt Edge To Improve Financial Planning for Italians and Beyond

It is always important to have some awareness of the financial market, but even more so during the cost of living crisis. Having extra knowledge of what is going on in the financial space can help people manage their finances properly. Looking to further help with this, Plannix has partnered with Salt Edge to offer users in Italy and beyond to connect and view all their bank accounts in one place instantly. 

Plannix, the personal finance hub that helps with wealth tracking, portfolio management, and financial planning, will be able to provide its customers with enhanced account information and data aggregation resources by partnering with open banking solutions provider, Salt Edge. Additionally, it will help users track their finances more accurately and analyse the findings, as well as improve 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. 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.

Company goals

Plannix 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. The firm’s aim is to ensure users have personalised solutions that foster smarter and more informed financial planning.

Salt Edge offers 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 Plannix customers to select and securely connect their bank accounts to the Plannix platform. Consequently, they can enjoy a holistic view of all their finances and investments in one app.

Connecting bank data across countries
Luca Lixi, CEO and founder at Plannix
Luca Lixi, CEO and founder at Plannix

Luca Lixi, CEO and founder at Plannix: “At Plannix, we are dedicated to transforming how people manage their finances. 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.

“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 well-being of our users.”

Anton Cebanu, open banking solution expert at Salt Edge
Anton Cebanu, open banking solution expert at Salt Edge

Anton Cebanu, open banking solution expert at Salt Edge: “Establishing one of the largest financial communities in Italy, boasting over 35,000 members, Plannix plans to broaden its reach to key European regions, including France, Spain, and Germany.

“Partnering with Salt Edge, which has over 2,500 connections to financial institutions in Europe, will allow end users from these countries to connect and access their bank data in a simple and compliant way, all in one place.

“We are pleased to support Plannix in this transformative journey through our open banking solutions. With the combination of Plannix’s personal finance hub and Salt Edge’s account aggregation solution, clients will have the flexibility to connect and manage multiple bank accounts in a single application, while also receiving personalised financial insights and a secure compliance experience.”

Author

  • Francis is a journalist and our lead LatAm correspondent, with a BA in Classical Civilization, he has a specialist interest in North and South America.

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