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New!

Join now Plannix

New!

Join now Plannix

Make the right decisions

Make the right decisions

Make the right decisions

with your money.

with your money.

with your money.

Plannix is the platform that helps you grow your wealth and secure your financial future.

Plannix is the platform that helps you grow your wealth and secure your financial future.

Plannix is the platform that helps you grow your wealth and secure your financial future.

We have helped over 2,000 people and have been featured on

We have helped over 2,000 people and have been featured on

As featured in

Training Area - Value €990

Training Area

The complete personal finance journey

To enable you to become a savvy investor, we have developed a specific process used by more than 2,000 people: E.R.A.S.E.R. - an acronym for Explore, Gather, Analyze, Develop, Execute, and Review - is our condensed financial planning framework presented in 30 videos. Within it, you will find indispensable lessons with teachings that will accompany you for a lifetime. Now everything is on a single platform.

To enable you to become a savvy investor, we have developed a specific process used by over 2,000 people: E.R.A.S.E.R. - an acronym for Explore, Gather, Analyze, Develop, Execute, and Review - is our financial planning framework. Within it, you will find invaluable lessons with teachings that will accompany you throughout your life. Now it is all on a single platform.

PSD2 and Open Banking

Connect your accounts securely
and with just a couple of clicks

Connect your accounts securely
with just a couple of clicks

Securely connect your accounts with just a couple of clicks

We integrate over 4,000 banks across Europe with a secure and protected connection in accordance with the EU PSD2 Directive (2015/2366).

We integrate over 4,000 banks across Europe with a secure and protected connection in accordance with the EU PSD2 Directive (2015/2366).

Plannix uses Salt Edge Inc. and GoCardless Ltd as providers for open banking solutions. Salt Edge Inc. and GoCardless Ltd are authorized at the Italian and European levels as connectors to banking institutions and data normalizers according to the PSD2 directive. The user primarily authorizes SaltEdge Inc. and/or GoCardless Ltd to connect with their banking and/or financial intermediary, and subsequently authorizes Plannix to join and consult their data saved by SaltEdge Inc. and/or GoCardless Ltd within their infrastructure. Salt Edge Inc. and GoCardless Ltd are responsible for maintaining the connection and updating the user's data in an automated manner, following the PSD2 directives and using their security and privacy protocols. By granting Plannix access to the synchronized data in SaltEdge Inc. and/or in GoCardless Ltd through TLS encrypted channels, the user never authorizes Plannix, under any circumstances, to read or retrieve data directly from the banking intermediary’s systems. At any time and for any reason, the user may revoke the authorization for SaltEdge Inc. and/or GoCardless Ltd to read their data from the intermediary’s systems, as well as revoke Plannix’s access to the synchronized data on SaltEdge Inc. and/or on GoCardless Ltd, even before the automatic expiration.

Analyze

The guided check-up of your financial situation

Only what is measurable can be improved. That's why Plannix allows you to analyze your holdings, know your financial health, and track your investments, holdings, and portfolios, without the need for unnecessary complex Excels. Performance indicators tell you how you are doing and what you should focus on to improve.

Wealth Overview

Net Worth Tracker

Investment Tracking

Monitor the performance

Financial Health and Indicators

Discover how to improve

Wealth Overview

Add all your assets and keep your wealth in check with important information at your fingertips.

Connect your accounts in just a few clicks and synchronize the balance with total security.

Automatically connect the accounts

Checking accounts, ETFs, Mutual funds, Stocks, Bonds, Insurance policies, Wealth management, Pension funds, Real estate, and Crypto: everything in one place

Add all your assets
Wealth Overview

Track Your Net Worth

Investment Tracking

Monitor the performance

Financial Health and Indicators

Discover how to improve

Wealth Overview

Add all your assets and keep your wealth in check with important information at your fingertips.

Connect your accounts in just a few clicks and synchronize the balance with total security.

Automatically connect the accounts

Checking accounts, ETFs, Mutual funds, Stocks, Bonds, Insurance policies, Wealth management, Pension funds, Real estate, and Crypto: everything in one place

Add all your assets

Wealth Overview

Add all your assets and keep your wealth in check with important information at your fingertips.

Connect your accounts in just a few clicks and synchronize the balance with total security.

Automatically connect the accounts

Checking accounts, ETFs, Mutual funds, Stocks, Bonds, Insurance policies, Wealth management, Pension funds, Real estate, and Crypto: everything in one place

Add all your assets

Develop your plan

Secure your financial future

Create a financial plan that protects you and your family from issues and unforeseen events, ensuring your future retirement, paying for your children's college, or providing for your elderly parents.

Simulators and Calculators

Use our simulators to better estimate the different scenarios that will make up your financial plan.

Develop Financial Plans
Investment goals

Develop your plan

Secure your financial future

Create a financial plan that protects you and your family from issues and unforeseen events, ensuring your future retirement, paying for your children's college, or providing for your elderly parents.

Simulators and Calculators

Use our simulators to better estimate the different scenarios that will make up your financial plan.

Develop Financial Plans
Investment goals

Develop your plan

Secure your financial future

Create a financial plan that protects you and your family from issues and unforeseen events, ensuring your future retirement, paying for your children's college, or providing for your elderly parents.

Simulators and Calculators

Use our simulators to better estimate the different scenarios that will make up your financial plan.

Develop Financial Plans
Investment goals

Simulate Scenarios

Every feature is designed to make your life as an investor simpler.

Every feature is designed to make your life as an investor simpler.

Gain clarity, peace of mind, and an overview.

Gain clarity, peace of mind, and an overview.

Retirement Simulator

Simulate your old-age, disability, inability, and survivors' pensions.

Future Capital Calculator

Discover how much your assets and savings can grow over time.

Future Income Calculator

Discover how much you need to live off your investments based on the standard of living you desire.

General Consultation and Check-up - Value 790€

We will never leave you alone on this journey, promised

The Premium subscription includes 3 general consulting sessions. These sessions alone are valued at 790€.

By subscribing to Plannix Premium, you are entitled to 3 periodic general consultancy sessions via video call with one of our tutors (worth €790). They will help you clarify any doubts and ensure that everything is in order for you.

First session

The first session is designed to ensure that you have understood everything you need and that you are ready to get started.

First session

The first session is designed to ensure that you have understood everything you need and that you are ready to get started.

Halfway through

In the second session, we will ensure that you have actually moved on to the operational part and that everything is in order.

Halfway through

In the second session, we will ensure that you have actually moved on to the operational part and that everything is in order.

End of year

Time for assessments and evaluations, accumulated doubts and some questions to clarify: we are here for that.

End of year

Time for assessments and evaluations, accumulated doubts and some questions to clarify: we are here for that.

The complete investment suite

Everything you need to take control of your investments

Everything you need to take control of your investments

Plannix is the suite of tools at your disposal to gain a complete overview of your holdings, investments, and financial goals.

Plannix is the suite of tools at your disposal to gain a complete overview of your holdings, investments, and financial goals.

Create, modify, and keep track of your monthly PAC.

Savings Plans

Create, modify, and keep track of your monthly PAC.

Savings Plans

Tests, quizzes, and questions to identify your investment priorities.

Explore

Tests, quizzes, and questions to identify your investment priorities.

Explore

Discover the composition of Plannix's model portfolios and the largest investors of all time.

Model Portfolio

Discover the composition of Plannix's model portfolios and the largest investors of all time.

Model Portfolio

Stay the course with an overview of your holdings.

Asset Allocation Analysis

Stay the course with an overview of your holdings.

Asset Allocation Analysis

Simulate how to bring the portfolio back to the desired asset allocation.

Rebalancing

Simulate how to bring the portfolio back to the desired asset allocation.

Rebalancing

Safely store documents, contracts, and records of your financial life.

Document Area

Safely store documents, contracts, and records of your financial life.

Document Area

Security and Privacy

The security of your data comes first

The security of your data comes first

Your data is encrypted, protected, and secure. We use it solely to provide you with analysis and statistics, and we will never sell it to third parties.

Your data is then anonymized: it is never possible to trace back to the identity of the holder of the sensitive data. The user-data association is programmatically generated through a unique random code that is assigned to the user upon joining.

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Based on your preferences

Plannix is completely customizable based on your data.

PAC

Attention

Import

Balancing

Edit

Act

Helpful feedback

Receive the truly important feedback.

Tutor and guided checkup

All the support you need.

Connect

Add transactions

Keep track of your assets over time.

Add transactions

Keep track of your assets over time.

Make Excel retire

Advanced tables with filters and search

Based on your preferences

Plannix is completely customizable based on your data.

PAC

Attention

Import

Balancing

Edit

Act

Tutor and guided checkup

All the support you need.

Connect

Add transactions

Keep track of your assets over time.

Add transactions

Keep track of your assets over time.

Make Excel retire

Advanced tables with filters and search

Based on your preferences

Plannix is completely customizable based on your data.

PAC

Attention

Import

Balancing

Edit

Act

Helpful feedback

Receive the truly important feedback.

Tutor and guided checkup

All the support you need.

Connect

Add transactions

Keep track of your assets over time.

Make Excel retire

Advanced tables with filters and search

Who is Plannix suitable for?

The right solution for those with capital or a good saving ability

The right solution for those with capital or a good saving ability

To make the most of all the features of Plannix, we recommend having a minimum of holdings or, alternatively, a capacity for recurring savings. Here are some of the use cases in which you might find yourself.

To make the most of all the features of Plannix, you need to have a capital of at least €50,000 or alternatively, a savings capacity of at least €800 per month. Here are some of the use cases in which you might find yourself.

To make the most of all Plannix's capabilities, we recommend having a minimum of holdings or, alternatively, a capacity for recurring savings. Here are some of the use cases you might find yourself in.

If you have never invested

Plannix is also suitable for those who have never invested anything but want to understand more about the financial world.

If you have never invested

Plannix is also suitable for those who have never invested anything but want to understand more about the financial world.

If you have never invested

Plannix is also suitable for those who have never invested anything but want to understand more about the financial world.

If you don't trust the alternatives

Plannix is right for you if you are disappointed with previous financial experiences and are looking for an alternative.

If you don't trust the alternatives

Plannix is right for you if you are disappointed with previous financial experiences and are looking for an alternative.

If you don't trust the alternatives

Plannix is right for you if you are disappointed with previous financial experiences and are looking for an alternative.

If you haven’t earned enough

Plannix is the perfect solution if you are unsatisfied with the results of your investments.

If you haven’t earned enough

Plannix is the perfect solution if you are unsatisfied with the results of your investments.

If you haven’t earned enough

Plannix is the perfect solution if you are unsatisfied with the results of your investments.

If you're afraid of doing it all by yourself

With the assistance and tutoring sessions on using the platform, Plannix will be your financial co-pilot.

If you're afraid of doing it all by yourself

With the assistance and tutoring sessions on using the platform, Plannix will be your financial co-pilot.

If you're afraid of doing it all by yourself

With the assistance and tutoring sessions on using the platform, Plannix will be your financial co-pilot.

If you manage the household economy

Plannix is right for you if you need to take care of elderly parents or young children and make important financial decisions.

If you manage the household economy

Plannix is right for you if you need to take care of elderly parents or young children and make important financial decisions.

If you manage the household economy

Plannix is right for you if you need to take care of elderly parents or young children and make important financial decisions.

If you are looking for feedback and confirmations

Even if you already have a financial plan, Plannix is an excellent tool to assess its effectiveness.

If you are looking for feedback and confirmations

Even if you already have a financial plan, Plannix is an excellent tool to assess its effectiveness.

If you are looking for feedback and confirmations

Even if you already have a financial plan, Plannix is an excellent tool to assess its effectiveness.

Start your journey today

Join Plannix now

Create your account and start growing your holdings and securing your financial future today.

Standard

€1,480

€1,480

€990

€990

per year

🎓 Financial Planning Course (valued at 990€)

🎓 Financial Planning Course (valued at 990€)

🔐 Financial planning platform (worth €490)

🔐 Financial planning platform (worth €490)

🧑‍💼 3 financial planning sessions (value €790)

🧑‍💼 3 financial planning sessions (value €790)

Financial Growth

🔗 Automatic connection to your bank account for automatic tracking

🔗 Automatic connection to your bank account for automatic tracking

📊 Asset and Investment Tracker

📊 Asset and Investment Tracker

🔍 Financial Health Report and KPIs

🔍 Financial Health Report and KPIs

💰 Detailed report of investment costs

💰 Detailed report of investment costs

Plan and Achieve Your Goals

📈 Create financial plans suited for you

📈 Create financial plans suited for you

🧮 Simulators and Calculators for informed decisions

🧮 Simulators and Calculators for informed decisions

📉 Optimize your investments with model portfolios

📉 Optimize your investments with model portfolios

⚖️ Easy rebalancing to maintain portfolio equilibrium

⚖️ Easy rebalancing to maintain portfolio equilibrium

💸 PAC: Guided Savings Plans for your investments

💸 PAC: Guided Savings Plans for your investments

SUPPORT AND UPDATES

🔄 1 year of assistance and updates

🔄 1 year of assistance and updates

📧 Email Support

📧 Email Support

💬 Live chat support

💬 Live chat support

🤑 30-day Guarantee

🤑 30-day Guarantee

30-day satisfaction guarantee or your money back.

Premium

€2,270

€2,270

€1,490

€1,490

per year

🎓 Financial Planning Course (valued at 990€)

🎓 Financial Planning Course (valued at 990€)

🔐 Financial planning platform (valued at 490€)

🔐 Financial planning platform (valued at 490€)

🧑‍💼 3 financial planning sessions (value of €790)

🧑‍💼 3 financial planning sessions (value of €790)

Everything included in the Standard plan

Everything included in the Standard plan

PLANNING SESSIONS

Assessment of the initial situation

Assessment of the initial situation

Analysis of existing investments

Analysis of existing investments

Definition of steps and objectives

Definition of steps and objectives

Financial plan assessment

Financial plan assessment

Assessment of Insurance Holdings

Assessment of Insurance Holdings

12-month Check-up

12-month Check-up

End-of-year plan review

End-of-year plan review

Analysis of areas for improvement

Analysis of areas for improvement

Savings verification

Savings verification

30-day satisfaction guarantee or your money back.

Private

Starting from

Starting from

€4,900

€4,900

per year

Everything included in the Premium plan

Everything included in the Premium plan

Customized and individual Financial Consulting

Customized and individual Financial Consulting

Dedicated 1:1 financial advisor

Dedicated 1:1 financial advisor

Dedicated to Net Worth over €500,000

Dedicated to Net Worth over €500,000

The service has limited spots.

Money-back guarantee

No risk: if you are not satisfied, contact us within 30 days of purchase to receive a full refund.

Start your journey today

Join Plannix now

Create your account and start growing your holdings and securing your financial future today.

Standard

€1,480

€990

per year

🎓 Financial Planning Course (valued at 990€)

🔐 Financial planning platform (worth €490)

🧑‍💼 3 financial planning sessions (value €790)

Financial Growth

🔗 Automatic connection to your bank account for automatic tracking

📊 Asset and Investment Tracker

🔍 Financial Health Report and KPIs

💰 Detailed report of investment costs

Plan and Achieve Your Goals

📈 Create financial plans suited for you

🧮 Simulators and Calculators for informed decisions

📉 Optimize your investments with model portfolios

⚖️ Easy rebalancing to maintain portfolio equilibrium

💸 PAC: Guided Savings Plans for your investments

SUPPORT AND UPDATES

🔄 1 year of assistance and updates

📧 Email Support

💬 Live chat support

🤑 30-day Guarantee

You will complete the registration and proceed with the payment directly on the platform after creating your account.

Premium

€2,270

€1,490

per year

🎓 Financial Planning Course (valued at 990€)

🔐 Financial planning platform (valued at 490€)

🧑‍💼 3 financial planning sessions (value of €790)

Everything included in the Standard plan

PLANNING SESSIONS

Assessment of the initial situation

Analysis of existing investments

Definition of steps and objectives

Financial plan assessment

Assessment of Insurance Holdings

12-month Check-up

End-of-year plan review

Analysis of areas for improvement

Savings verification

You will complete the registration and proceed with the payment directly on the platform after creating your account.

Private

Starting from

€4,900

per year

Everything included in the Premium plan

Customized and individual Financial Consulting

Dedicated 1:1 financial advisor

Dedicated to Net Worth over €500,000

The service has limited spots.

Money-back guarantee

No risk: if you are not satisfied, contact us within 30 days of purchase to receive a full refund.

Our customers

Built together with investors like you

Read the testimonials from over 500 satisfied customers.

  • I learned at 65 what I should have known at 18. In my particular case, I was able to review past mistakes, but also what good and correct things I managed to accomplish. Therefore, I made numerous adjustments to my holdings.

    Piero Tonso

    Surgeon

  • Plannix offers a safe guide even in stormy moments to be free savers. I can finally face financial uncertainties calmly and look forward to my future financial development, aided by an online platform designed to let me easily keep everything under control.

    Matteo Dalvit

    Product Manager

  • Plannix is the benchmark for financial planning, undoubtedly. Being aware and active players in one's financial choices is essential, and with Plannix this is reality.

    Nicola Sargeni

    Marketers and Advertisers

  • Even before being a computerized platform for managing one's money, Plannix is a unique educational and growth path of its kind. Believe me when I tell you that no bank employee will ever tell you what you will find in Plannix! It allows you to have a complete view not only of your financial situation but also, and above all, to see it connected to your goals (as of today, I am not aware of any home banking applications capable of doing this, except for some ultra-customized excel sheets that need to be updated manually).

    Massimo Angelo

    Impiegato

  • With just a single glance, you can see your financial situation and keep your investment goals monitored and updated. I am definitely now aware of which holdings I have in my portfolio, the time horizons of my investments, and their cost. And it's all simple and interactive.

    Adamo Pe

    Entrepreneur

  • Like so many people, a year ago on January 1st I made a promise to myself. It wasn't a new diet or the gym, but I joined Plannix because I thought my investments weren't getting me anywhere. I had thought about it a lot because the cost seemed 'high'. I can say that after a year with Plannix, I've removed all the 'managed' holdings that annually cost me much more than one year of Plannix.

    Now I have a much clearer idea about my financial and insurance position and I'm creating portfolios suited to my different goals. I've also got an idea about my future pension, which isn't easy considering I have worked in different countries.

    Inge Bulens

    Airline pilot

  • I was able to recognize all the junk products I had and get rid of them. And I have finally started my long-term investment plan. Through the platform, I can monitor the performance of my holdings, without having to go crazy with Excel sheets, calculations, notes, etc.

    Plannix has been the best investment I could make. I'm a different person now, and above all, I'm the one who sets the rules and decides what to do with my money. 

    Francesco Passarini

    Software Developer

  • I found it very useful. It's a financial education tool, a planning tool, and a platform for monitoring your financial situation all in one place.

    When dealing with various insurance and financial consultants, they are always the ones leading you to the product they want to sell; with Plannix, I had a clearer understanding of what I wanted to do with my money and how to plan my journey to reach my goals.

    Carmen Leida

    Agroforestry Expert

  • Plannix has shown me the actual possibilities of maintaining my savings and how to grow them wisely. I feel incredibly energized about my current and future investments, and I am calm about the management of my holdings. It has everything.

    Elia Amorati

    Marketer

  • I would recommend Plannix without hesitation to anyone wishing to get their financial life in order. It touches on all the essential points that an investor should know, yet it always remains focused on the practical and operational side.

    Marco Bombardi

    Entrepreneur

  • The Plannix platform has been like a quantum leap. The platform has brought together my entire financial life into a single dashboard. Readable at a glance, with truly useful keywords: I have joined in full control of what I hold. And the benefits are not just informational but also practical, very practical. After a short run-in period – by the way, the support is efficient and prompt – I saw what was wrong with my asset allocation, pruned the dead branches, and made everything more efficient. Without Plannix, I probably wouldn't have realized it.

    Luca Clemente

    Giornalista

  • Plannix allows you to follow a method that is robust and sensible. For those like me who have long been involved in financial markets (even with wrong choices), it primarily allows for smart, mature, and foresighted money management planning.

    For those who know nothing about it, instead, it is an incredible starting point because it allows avoiding mistakes and becoming less fearful and confused about the steps to take.

    Alberto Aldegheri

    Employee

  • I can honestly say that Plannix is one of the best purchases I have ever made.

    Remarkable and enlightening is the training on sound financial education that is totally lacking in Italy, and that has personally changed my life because today, thanks to the teachings of Plannix, I am a serene woman because I am informed and protected, and this for me is priceless.

    But in my opinion, the real strength of Plannix is not just the content but the exceptional customer service; the Plannix team is extraordinary, they have always supported me and helped me in the difficulties I encountered in the development of my holdings and in suggesting the best solution.

    Grace Corritore

    Freelancer

  • It is absolutely one of the best products, with a huge practical confirmation of what is learned.

    In a world where everything is available to everyone and no one knows where to really look for what they want, Plannix is a beacon that lights up the shadows of financial ignorance.

    Clear, simple, and concise are the keywords to describe Plannix.

    Personally, I have now managed to have a clear path to follow and to implement all the ideas I had in mind that I was unable to carry out.

    Arbnor Pronaj

    Specialized Technician

  • I learned at 65 what I should have known at 18. In my particular case, I was able to review past mistakes, but also what good and correct things I managed to accomplish. Therefore, I made numerous adjustments to my holdings.

    Piero Tonso

    Surgeon

  • Plannix offers a safe guide even in stormy moments to be free savers. I can finally face financial uncertainties calmly and look forward to my future financial development, aided by an online platform designed to let me easily keep everything under control.

    Matteo Dalvit

    Product Manager

  • Plannix is the benchmark for financial planning, undoubtedly. Being aware and active players in one's financial choices is essential, and with Plannix this is reality.

    Nicola Sargeni

    Marketers and Advertisers

  • Even before being a computerized platform for managing one's money, Plannix is a unique educational and growth path of its kind. Believe me when I tell you that no bank employee will ever tell you what you will find in Plannix! It allows you to have a complete view not only of your financial situation but also, and above all, to see it connected to your goals (as of today, I am not aware of any home banking applications capable of doing this, except for some ultra-customized excel sheets that need to be updated manually).

    Massimo Angelo

    Impiegato

  • With just a single glance, you can see your financial situation and keep your investment goals monitored and updated. I am definitely now aware of which holdings I have in my portfolio, the time horizons of my investments, and their cost. And it's all simple and interactive.

    Adamo Pe

    Entrepreneur

  • Like so many people, a year ago on January 1st I made a promise to myself. It wasn't a new diet or the gym, but I joined Plannix because I thought my investments weren't getting me anywhere. I had thought about it a lot because the cost seemed 'high'. I can say that after a year with Plannix, I've removed all the 'managed' holdings that annually cost me much more than one year of Plannix.

    Now I have a much clearer idea about my financial and insurance position and I'm creating portfolios suited to my different goals. I've also got an idea about my future pension, which isn't easy considering I have worked in different countries.

    Inge Bulens

    Airline pilot

  • I was able to recognize all the junk products I had and get rid of them. And I have finally started my long-term investment plan. Through the platform, I can monitor the performance of my holdings, without having to go crazy with Excel sheets, calculations, notes, etc.

    Plannix has been the best investment I could make. I'm a different person now, and above all, I'm the one who sets the rules and decides what to do with my money. 

    Francesco Passarini

    Software Developer

  • I found it very useful. It's a financial education tool, a planning tool, and a platform for monitoring your financial situation all in one place.

    When dealing with various insurance and financial consultants, they are always the ones leading you to the product they want to sell; with Plannix, I had a clearer understanding of what I wanted to do with my money and how to plan my journey to reach my goals.

    Carmen Leida

    Agroforestry Expert

  • Plannix has shown me the actual possibilities of maintaining my savings and how to grow them wisely. I feel incredibly energized about my current and future investments, and I am calm about the management of my holdings. It has everything.