December brings new features to grow your financial plan: you can now add savings accounts, join the new Resource Center with constantly updated content, and discover the partnership with Switcho to save on expenses and utilities.

The Plannix Ambassador program has a new home! From today, you can invite friends, monitor your invitations, and earn up to €1,000 in benefits directly from a dedicated, simple, and transparent page.

Today we are implementing a new dashboard in Plannix: clear, useful, and modular. Now with a comprehensive overview of your holdings and financial health, the ability to contact your advisor with one click, and provide quick feedback on your experience.

Starting today, you can build your investment strategy and use it in simulations and rebalancing: the Model Portfolios become even more flexible. Now you can create your Customizable Model Portfolio from scratch or by cloning one of the existing models.

Plannix takes on a new look with a completely redesigned navigation. We've introduced a new always-visible sidebar, designed to make everything clearer, more immediate, and easier to join. Navigating between sections is now very simple: you have everything under control, always. Additionally, Plannix is now fully available on mobile, and the Ambassador program is full of advantages.

We have completely redesigned the section dedicated to your long-term strategy. The old "Goals" and "Develop Plan" areas now come together within a single section: Financial Plan.

Never miss anything important again. Plannix alerts you when it’s time to take action: With the new Notifications panel, Plannix becomes even smarter at guiding you in making the most important decisions for your financial life.

Introducing the new section entirely dedicated to Model Portfolios, a space where you can explore and analyze Plannix's investment strategies all in one place.

In this release, we have previewed one of the most anticipated features: the automatic import of investments into Plannix.

In this release, we have completely redesigned the flows for adding and managing holdings and assets, with a particular focus on the mobile experience.

In this version of Plannix, we have introduced numerous improvements and corrections that make the app even more stable, faster, and reliable. The main update concerns the management of Portfolios, with a completely redesigned flow to simplify the assignment of holdings and to bid farewell to the old "Default Portfolio."

This version introduces the new Review section in the training area, featuring 4 videos dedicated to portfolio monitoring and Rebalancing, allowing you to maximize the dedicated holding and choose the best approach for maintaining your financial plan.

In this version, we introduce the new Resources Section featuring rankings of Deposit Accounts and Pension Funds, along with full joinability to the educational area from mobile. We have added the ability to modify the amount of the PAC and improved the checkout experience. Additionally, we have resolved several bugs to ensure an even smoother and more reliable user experience.

We are introducing the new Dollar-Cost Averaging (PAC) section: now you can track and set up PAC for the Plannix model portfolios. Obtain the list of ideal transactions, distribute monthly savings and capital to invest over time, and keep track of your contributions.

In this version, we introduce the brand new Financial Planning Development and Rebalancing Simulator sections, providing you with even more tools at your disposal to make better financial decisions and keep track of your holdings and investment objectives. We have also introduced the Plannix Model Portfolios updated for 2024.

This update introduces the brand new educational area on financial planning and the guided Plannix process (Italian only), tutorials, the Explore section, and the Collect Documents feature.

In the February release, we introduce the new Calculators, Simulators, and Budgeting sections, along with numerous bug fixes, native support for bonds, and improvements in the stability of the connection with checking accounts.

In this initial release of 2024, we wanted to start the new year with a refreshed UI, faster and more fluid navigation, a new table for financial holdings, and improved widgets and charts.

This release introduces a new section completely dedicated to cost analysis, along with a new table structure that now integrates customizable filters and columns.

This release introduces the new Financial Plan section, with the possibility to add investment goals and link them to accounts, portfolios, and investments and monitor their progress over time.

This release introduces several improvements to the Financial Health section, with the new Financial Health score allowing you to quickly check if there is anything to improve. In addition, we have added a new widget that reminds you of the saving ability and allows you to update income and expenses data.