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

Discover the video dedicated to the new page:

Invite, track, earn: now everything is simpler

We have launched a new page dedicated to the Plannix Ambassador program to allow you to:

• 📩 Invite friends, clients, or colleagues with a personal link

• 📊 Monitor in real-time who you have invited

• 💶 Keep track of the credits earned, up to €1,000 in exclusive benefits

You can join the new page directly from the sidebar by clicking on "Ambassador".
It's the simplest way to help those around you improve their financial life — and receive something in return.

🔧 Improvements and fixes

💼 Financial Plan

• Now you can choose the currency of your financial plan: all goals and values will be converted automatically to offer a coherent and centralized view.

• Fixed a graphical issue on the plan overview screen that caused card misalignment.

📊 Dashboard

• Added an empty state for the Holdings widget, visible when there is a lack of connected data — clearer and more consistent.

• Fixed a layout issue that cut off the rebalancing notice on small screens or long texts.

• Successfully restored the button translations in the rating widget.

• Improved text clarity throughout the dashboard with minor visual fixes.

🔐 Login and authentication

• Released the new login page, more modern and stable

• Introduced a new password creation component, which better explains the required criteria

  
  

🧩 Holdings and interface

• It is now possible to create a custom model portfolio even if the name contains symbols

• Added an informational tooltip on the Average Change in Load in the form for manually adding holdings, to clarify its meaning for less experienced users