Plannix Joins Forces with Salt Edge to Optimise Personal Finance Through Open Banking

Plannix, a personal finance hub that helps with wealth tracking, portfolio management, and financial planning, teams up with Salt Edge, a leader in offering open banking solutions, to enable users from Italy and beyond to connect and view all their bank accounts in one place instantly.

In the pursuit of helping its clients with their long-term investment goals, Plannix provides personalised solutions that foster smarter and more informed financial planning.

By integrating with the Salt Edge Partner Program, Plannix customers will benefit from enhanced account information and data aggregation resources, leading to more accurate financial tracking and analysis, as well as improved budgeting tools. Moreover, integrating Salt Edge's data enrichment features will offer deeper insights into financial behaviours, improving the overall financial planning and advisory experience.

Salt Edge stands out for its expertise in financial data aggregation, offering secure and streamlined APIs that are in strict compliance with PSD2 standards. For Plannix, this will ensure the highest level of financial security and align with a commitment to providing comprehensive and user-friendly financial management solutions. Furthermore, Salt Edge's hundreds of connections to Italian banking institutions will enable their customers to select and securely connect their bank accounts to the Plannix platform, enjoying a holistic view of all their finances and investments in one app.

"At Plannix, we are dedicated to transforming how people manage their finances. Our goal is to be more than just a provider of financial tools; we aspire to be a hub for smart, long-term financial empowerment and to nurture a generation of savvy investors. Our partnership with Salt Edge is a testament to this mission, ensuring our solutions are innovative, user-friendly, secure, and compliant. This collaboration marks a significant step in revolutionising financial planning and advisory and promoting the well-being of our users," said Luca Lixi, CEO and Founder at Plannix.

"We are pleased to support Plannix in this transformative journey through our open banking solutions. With the combination of Plannix's personal finance hub and Salt Edge's account aggregation solution, clients will have the flexibility to connect and manage multiple bank accounts in a single application, while also receiving personalised financial insights and a secure compliance experience," added Anton Cebanu, Open Banking Solution Expert at Salt Edge.