Plannix takes a new shape, with a completely redesigned navigation. We have introduced a new always-visible sidebar, designed to make everything clearer, more immediate, and accessible. Navigating between sections is now very simple: you have everything under control, always. Furthermore, Plannix is now fully available on mobile, and the Ambassador program is filled with benefits.

Discover all the details in the presentation video:

✨ Main News

🧭 A new sidebar, always at your fingertips

We have revolutionized the navigation structure of the platform. The new sidebar:

• Is fixed and always visible, so you never lose your bearings

• Has a clean and intuitive look, with clear icons and easily recognizable sections

• Shows you immediately where you are and what you can do, without confusion

The entire interface has been rethought to better adapt to your way of using Plannix. It's the same power, but much simpler to use.

📲 Mobile experience, finally complete

From today all sections of the platform are optimized for mobile.

You can monitor holdings, manage your investment plans, check your assets, and review the financial plan, directly from your phone, wherever you are

🎁 Referral Program: up to €2,000 in benefits

The new Plannix Ambassador Program is now highlighted directly in the sidebar.
You have time until August 31, 2025 to invite friends, clients, or colleagues and earn up to €2,000 in Plannix Credits

👉 Visit the dedicated section to start earning by inviting anyone you want.

🔧 Improvements and Fixes

📘 Financial Plan

• Resolved various bugs that blocked saving or editing of plans

• Improved overall performance of the section, especially on mobile

🔄 Rebalancing & Simulations

• Improved the management of holdings containing bonds, now fully supported in the entry simulator and rebalancing

• Corrected some errors that occurred during manual rebalancing

• Stabilized the simulation logic in case of active investment plans or recurring entries

🔗 Connections

• Improved the stability of automatic account connections via Flanks, for even more reliable synchronization