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Plannix Ambassador
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Plannix Ambassador: receive up to €2,000 in credit to spend on Plannix services
Plannix Ambassador: get up to €2,000 in credit to spend on Plannix services
One you surely know. One you have sensed. One is very recent. And one will surprise you. Fill out the form to access the free webinar that will explain how to protect your savings from the four major enemies threatening your financial peace of mind.
One you surely know. One you have intuited. One is very recent. And one will surprise you. Join the free webinar that will explain how to protect your savings from the 4 major enemies threatening your financial peace of mind.
Guarda il video di presentazione
Guarda il video di presentazione
Guarda il video di presentazione
Come funziona?
Discover the steps to become a Plannix Ambassador.
Pensa a chi ti sta a cuore
Fai mente locale su quali persone tra i tuoi amici e familiari potrebbero beneficiare di una soluzione come Plannix. Considera che la maggior parte dei nostri clienti sono imprenditori, professionisti e manager, con redditi superiori alla media e patrimoni di almeno 50.000 euro.
Pensa a chi ti sta a cuore
Fai mente locale su quali persone tra i tuoi amici e familiari potrebbero beneficiare di una soluzione come Plannix. Considera che la maggior parte dei nostri clienti sono imprenditori, professionisti e manager, con redditi superiori alla media e patrimoni di almeno 50.000 euro.
Pensa a chi ti sta a cuore
Fai mente locale su quali persone tra i tuoi amici e familiari potrebbero beneficiare di una soluzione come Plannix. Considera che la maggior parte dei nostri clienti sono imprenditori, professionisti e manager, con redditi superiori alla media e patrimoni di almeno 50.000 euro.
Entrambi ottenete un premio
Qualora una persona che ci hai segnalato diventasse cliente, riceverà 250 euro di sconto sul primo anno e il manuale cartaceo di Plannix in omaggio (tutto questo grazie a te). Tu, invece, riceverai 400 euro di sconto - da spendere per qualsiasi servizio Plannix (inclusi Premium, Private, e Rendix) - per ogni acquisto fatto da un contatto che ci hai segnalato entro il 30 settembre 2025.
Entrambi ottenete un premio
Qualora una persona che ci hai segnalato diventasse cliente entro un mese, riceverà 250 euro di sconto sul primo anno e il manuale cartaceo di Plannix in omaggio (tutto questo grazie a te). Tu, invece, riceverai 200 euro di sconto sul tuo prossimo rinnovo per ogni acquisto fatto da un contatto che ci hai segnalato.
Entrambi ottenete un premio
Qualora una persona che ci hai segnalato diventasse cliente, riceverà 250 euro di sconto sul primo anno e il manuale cartaceo di Plannix in omaggio (tutto questo grazie a te). Tu, invece, riceverai 400 euro di sconto - da spendere per qualsiasi servizio Plannix (inclusi Premium, Private, e Rendix) - per ogni acquisto fatto da un contatto che ci hai segnalato entro il 30 settembre 2025.
Simulate Scenarios
Simulate Scenarios
Simulate Scenarios
What are the benefits of becoming a Plannix Ambassador?
What are the benefits of becoming a Plannix Ambassador?
Gain clarity, peace of mind, and an overview.
Gain clarity, peace of mind, and an overview.
Gain clarity, peace of mind, and an overview.
Credito cumulabile
Per ogni tuo contatto che è diventato cliente entro il 30 settembre 2025, otterrai 400 euro di credito da spendere per qualsiasi servizio Plannix entro 24 mesi. Puoi accumulare fino a 2.000 euro di crediti e ottenere così 12 mesi di Plannix Premium gratis, oppure accedere ad un anno di Plannix Private o Rendix a un prezzo mai visto prima.
Credito cumulabile
Per ogni tuo contatto che è diventato cliente entro il 30 settembre 2025, otterrai 400 euro di credito da spendere per qualsiasi servizio Plannix entro 24 mesi. Puoi accumulare fino a 2.000 euro di crediti e ottenere così 12 mesi di Plannix Premium gratis, oppure accedere ad un anno di Plannix Private o Rendix a un prezzo mai visto prima.
Credito cumulabile
Per ogni tuo contatto che è diventato cliente entro il 30 settembre 2025, otterrai 400 euro di credito da spendere per qualsiasi servizio Plannix entro 24 mesi. Puoi accumulare fino a 2.000 euro di crediti e ottenere così 12 mesi di Plannix Premium gratis, oppure accedere ad un anno di Plannix Private o Rendix a un prezzo mai visto prima.
Fai 3 regali a chi ami
La persona segnalata riceverà in omaggio da parte tua una sessione di analisi con i nostri tutor. Durante la sessione avrà inoltre la possibilità di accedere a Plannix con 250 euro di sconto e con il manuale cartaceo di Plannix in omaggio.
Fai 3 regali a chi ami
La persona segnalata riceverà in omaggio da parte tua una sessione di analisi con i nostri tutor. Durante la sessione avrà inoltre la possibilità di accedere a Plannix con 250 euro di sconto e con il manuale cartaceo di Plannix in omaggio.
Fai 3 regali a chi ami
La persona segnalata riceverà in omaggio da parte tua una sessione di analisi con i nostri tutor. Durante la sessione avrà inoltre la possibilità di accedere a Plannix con 250 euro di sconto e con il manuale cartaceo di Plannix in omaggio.
Ci pensiamo noi a spiegare Plannix
Molti dei nostri clienti hanno provato a consigliare Plannix ai propri famigliari e amici ma non è semplice spiegare tutte le potenzialità della piattaforma. Per questo motivo, tu dovrai solo lasciarci le informazioni dei tuoi contatti, a tutto il resto pensiamo noi.
Ci pensiamo noi a spiegare Plannix
Molti dei nostri clienti hanno provato a consigliare Plannix ai propri famigliari e amici ma non è semplice spiegare tutte le potenzialità della piattaforma. Per questo motivo, tu dovrai solo lasciarci le informazioni dei tuoi contatti, a tutto il resto pensiamo noi.
Ci pensiamo noi a spiegare Plannix
Molti dei nostri clienti hanno provato a consigliare Plannix ai propri famigliari e amici ma non è semplice spiegare tutte le potenzialità della piattaforma. Per questo motivo, tu dovrai solo lasciarci le informazioni dei tuoi contatti, a tutto il resto pensiamo noi.
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Become a Plannix Ambassador
Create your account and start growing your holdings and securing your financial future today.
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Everything included in the Standard plan
Everything included in the Standard plan
Everything included in the Standard plan
Customized and individual Financial Consulting
Customized and individual Financial Consulting
Customized and individual Financial Consulting
Customized and individual Financial Consulting
Customized and individual Financial Consulting
Customized and individual Financial Consulting
CONDIZIONI VALIDE FINO AL 30 AGOSTO 2025.
CONDIZIONI VALIDE FINO AL 30 AGOSTO 2025.
CONDIZIONI VALIDE FINO AL 30 AGOSTO 2025.
The service has limited spots.
Ricordati di avvisare prima questa persona per presentargli brevemente di cosa si tratta, al resto pensiamo tutto noi.
+20
Anni di esperienza del team
Anni di esperienza del team
4,9/5
La nostra valutazione su Trustpilot
La nostra valutazione su Trustpilot
257 Mln
Il totale dei patrimoni dei clienti a cui abbiamo erogato consulenza
Il totale dei patrimoni dei clienti a cui abbiamo erogato consulenza
Our customers
Our customers
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.
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
Plannix is the benchmark for financial planning, without a doubt. Being aware and active participants in one's financial choices is essential, and with Plannix, this is reality.
Nicola Sargeni
Marketer and Advertiser
Plannix is the benchmark for financial planning, without a doubt. Being aware and active participants in one's financial choices is essential, and with Plannix, this is reality.
Nicola Sargeni
Marketer and Advertiser
Plannix has shown me the real possibilities of maintaining my savings and how to grow them prudently. I feel incredibly energized about my current and future investments, and I am at ease with the management of my holdings. It's all there.
Elia Amorati
Marketer
Plannix has shown me the real possibilities of maintaining my savings and how to grow them prudently. I feel incredibly energized about my current and future investments, and I am at ease with the management of my holdings. It's all there.
Elia Amorati
Marketer
The Plannix platform has been like a quantum leap. The platform has brought together my entire financial life into a single dashboard. Instantly readable, with truly useful keywords: I've joined full control of what I hold. And the benefits are not purely informational but also practical, very practical. After a short break-in period – by the way, the support is efficient and quick – I've seen 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
Journalist
The Plannix platform has been like a quantum leap. The platform has brought together my entire financial life into a single dashboard. Instantly readable, with truly useful keywords: I've joined full control of what I hold. And the benefits are not purely informational but also practical, very practical. After a short break-in period – by the way, the support is efficient and quick – I've seen 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
Journalist
Like so many people, a year ago on January 1st, I made a promise to myself. It wasn't a new diet or going to the gym, but I joined Plannix because I had the idea that 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 of Plannix, I’ve removed all the 'managed' holdings that used to cost me much more than 1 year of Plannix.
Now I have much clearer ideas about my financial and insurance position and am creating portfolios suitable for my different goals. I have also gotten a sense of my future retirement, which is not easy considering I’ve worked in different countries.
Inge Bulens
Airplane pilot
Like so many people, a year ago on January 1st, I made a promise to myself. It wasn't a new diet or going to the gym, but I joined Plannix because I had the idea that 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 of Plannix, I’ve removed all the 'managed' holdings that used to cost me much more than 1 year of Plannix.
Now I have much clearer ideas about my financial and insurance position and am creating portfolios suitable for my different goals. I have also gotten a sense of my future retirement, which is not easy considering I’ve worked in different countries.
Inge Bulens
Airplane pilot
I managed to recognize all the junk products I had and got rid of them. And I 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 am a different person now, and most importantly, I am the one who sets the rules and decides what to do with my money.
Francesco Passarini
Software Developer
I managed to recognize all the junk products I had and got rid of them. And I 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 am a different person now, and most importantly, I am the one who sets the rules and decides what to do with my money.
Francesco Passarini
Software Developer
I can honestly say that Plannix is one of the best purchases I have ever made.
The extraordinary and enlightening training on solid 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 calm woman because I am informed and protected and this is priceless for me.
But in my opinion, the real strength of Plannix is not only the contents but the exceptional customer service, the Plannix team is extraordinary, they have always supported and helped me through the challenges encountered in the development of my holdings and in suggesting the best solution.
Grazia Corritore
Freelancer
I can honestly say that Plannix is one of the best purchases I have ever made.
The extraordinary and enlightening training on solid 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 calm woman because I am informed and protected and this is priceless for me.
But in my opinion, the real strength of Plannix is not only the contents but the exceptional customer service, the Plannix team is extraordinary, they have always supported and helped me through the challenges encountered in the development of my holdings and in suggesting the best solution.
Grazia Corritore
Freelancer
I learned at 65 what I should have known at 18. In my specific case, I was able to review the mistakes made in the past, but also the good and right things I was able to achieve. Therefore, I have made numerous corrections to my holdings.
Piero Tonso
Surgeon
I learned at 65 what I should have known at 18. In my specific case, I was able to review the mistakes made in the past, but also the good and right things I was able to achieve. Therefore, I have made numerous corrections to my holdings.
Piero Tonso
Surgeon
© 2025
Plannix Società di Consulenza Finanziaria Srl - Piazza IV Novembre, 7 Milan, Italy - 20124 - VAT ID 12983770962
© 2024
Plannix Società di Consulenza Finanziaria SRL
VAT ID 12983770962
Piazza IV Novembre, 7 - Milan - 20124 - Italy
© 2025
Plannix Società di Consulenza Finanziaria Srl - Piazza IV Novembre, 7 Milan, Italy - 20124 - VAT ID 12983770962