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Coming soon

March 11, 2024

Coming soon

March 11, 2024

Coming soon

March 11, 2024

Your financial life

Your financial life

Your financial life

in one place

in one place

in one place

Plannix is the platform that helps you monitor assets, portfolios, and investments to create a winning financial plan.

Plannix is the platform that helps you monitor assets, portfolios, and investments to create a winning financial plan.

Plannix is the platform that helps you monitor assets, portfolios, and investments to create a winning financial plan.

By joining the waitlist, you accept our Privacy Policy.

We will never share your data with third parties. Zero Spam, that's a promise.

By joining the waitlist, you accept our Privacy Policy.

We will never share your data with third parties. Zero Spam, that's a promise.

By joining the waitlist, you accept our Privacy Policy.

We will never share your data with third parties. Zero Spam, that's a promise.

Manage all your assets

Your dashboard for wealth and investments

Say goodbye to complex and hard-to-maintain files to keep track of liquidity, investments, and other assets. Plannix makes it simple to get an overview of your wealth, investments, and portfolios.

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 sync the balance.

Automatically connect the accounts

Accounts, ETF, Policies, Funds, Real Estate, Crypto: all 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 sync the balance.

Automatically connect the accounts

Accounts, ETF, Policies, Funds, Real Estate, Crypto: all 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 sync the balance.

Automatically connect the accounts

Accounts, ETF, Policies, Funds, Real Estate, Crypto: all in one place.

Add all your assets

PSD2 and Open Banking

Connect your accounts securely,
with just a few clicks.

Connect your accounts securely,
with just a few clicks.

Connect your accounts securely,
in a few clicks

Connect your current accounts and sync them quickly. We support over 4,000 banks across Europe with secure and protected connection.

Connect your current accounts and sync them quickly. We support over 4,000 banks across Europe with secure and protected connection.

Plan your future

Forget the stress of using complicated Excel files

Investment Goals

Enter your investment goals and monitor the progress of your plan. You can check at any time what happens if you decide to retire 5 years earlier, for example.

Income and Expenses

Cost Analysis

Manage all your assets

On the investors' side

On the investors' side

Plannix is designed to simplify your life as an investor.

Plannix is designed to simplify your life as an investor.

Track the evolution of your assets over time

Trend over time

Use our tools to make investment projections and simulations

Calculators

View your assets on a personal, family, or business basis

Profile Management

Make informed decisions about your investments

Investment Analysis

Generate easy-to-understand summaries of your financial and asset data

Reporting

Keep documents, contracts, and useful files related to your assets

Documents Upload

All-In-One Platform

Everything you need to invest successfully

Everything you need to invest successfully

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

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

Quick Menu

Search everywhere or use quick commands to get everything done

Practical tutorial

Training and tutorials to get the most out of Plannix

Chat with the tutors

Talk to the tutors to solve all your questions

Security

Safety comes first

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

Based on your preferences

Plannix is completely customizable based on your data.

PAC

Attention

Import

Balancing

Edit

Act

Useful notifications

Receive the truly important notifications.

Guided tutor onboarding

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

Useful notifications

Receive the truly important notifications.

Guided tutor onboarding

All the support you need.

Connect

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

Guided tutor onboarding

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

Our customers

Built together with thousands of investors like you

Built together with thousands of investors like you

Don't take our word for it.

Don't take our word for it.

Don't take our word for it.

  • The peace of mind you cannot touch with your hands, but I assure you it is undoubtedly the greatest benefit that you offer with your services. Thank you.

    Marco Monetto

  • I believe that Plannix is a great purchase for those who want to have control over their finances. My compliments to the staff.

    Genny Buscicchio

  • I consider Plannix a truly useful product to bring order to your financial life and learn the basics of proper personal financial management.

    Cesare Sassolin

  • You are doing an amazing job making the world of investments accessible to ordinary people, without experience.

    Riccardo Scapin

  • Brilliant product that completely changed my approach to finance, providing answers to doubts that were already swirling in my head without finding a way out.

    Marco A.

Frequently Asked Questions

Do you have any other questions?

Frequently Asked Questions

If you have any other questions, click on the button for the chat down here on the bottom right or send an email to support@plannix.co

What is Plannix?

Plannix is a platform that helps private investors manage their financial lives with monitoring and tracking tools.

When will it be available?

How much will it cost?

How do you connect to the accounts?

Can I work with you?