Never miss anything important again. Plannix will notify you when it's time to act.

With the new Notifications panel, Plannix becomes even smarter in guiding you through the most important choices for your financial life.

From today, you will know when:

• A connection to an account has expired (or is about to expire) and needs updating

• It's time to contribute to your Accumulation Plans (PAC) or rebalance the portfolio (coming soon)

• Your investments are ready to be imported or have been successfully imported*

• There is an upcoming event or webinar that can make a difference in your financial journey

• There is something to do that requires your attention

In the coming weeks, you will also receive notifications via email, and new ones will be supported!

Discover all the news in the video:

🛠️ Bug Fixes & Improvements

💸 Budgeting and Financial Health

• You can now input the average annual expenses directly into your Budget, to monitor your cash flows with greater precision.

• We have improved the management of cash account connections and their periodic updates, to always provide you with accurate data.

• Fixed the issue that altered values in currency exchanges: now, the data is more precise and reliable.

• Refined the calculation of financial health indicators even for assets with very low percentages, to ensure a more balanced and comprehensive view.

📊 Portfolios, PAC, and Analysis

• Fixed some bugs related to Model Portfolios.

• Investment goals can now be tied directly to a portfolio.

• Improved the total of financial holdings in the table for a simpler and more immediate analysis of your positions.

🧑‍💻 Interface and Navigation

• The platform's navigation is even smoother: the active section is now highlighted precisely and functionally.

• We fixed an issue that displaced some buttons out of position in the holdings section, enhancing the user experience.

• Resolved issues with modal background and content orientation. Now everything adjusts perfectly to any screen size.

🏦 Checkout and Subscriptions

• We have simplified the payment flow, making it even easier and faster to manage transfer invoices.

• Fixed an error that prevented users from upgrading the plan autonomously: now you can upgrade your plan easily without hiccups.

• Optimized the management of subscriptions and improved payment stability to ensure a safer and more reliable experience.