Plannix

The page features articles and insights on finance and investments from the Plannix team.

The guide covers how much to hold in an emergency fund, where to keep it, and its role as the first step in a financial plan, with figures and scenarios.

Plannix is an independent financial advisory platform that helps users create tailored investment plans and states that it has no conflicts of interest or hidden fees.

Plannix helps financial advisory firms scale growth using revenue-based financing (RBF). The company partners with businesses to provide flexible capital without traditional debt or equity dilution. RBF aligns funding with revenue performance, reducing financial risk for advisory firms.

Oct 2025ViceversaNews article

Plannix enables users to aggregate and view all bank accounts in a single interface through Salt Edge’s Partner Program. The integration streamlines financial planning by consolidating account data from multiple institutions. Salt Edge provides the open banking infrastructure supporting the connection.

Jan 2024Open Banking ExpoNews article

Plannix partners with **Salt Edge** to integrate open banking solutions, enabling users to aggregate account data more effectively. The move enhances Plannix’s wealth tracking, portfolio management, and budgeting tools for Italian and international customers. Users gain improved financial insights through streamlined data analysis and accurate transaction monitoring.

Jan 2024The Fintech TimesNews article

Plannix partners with Salt Edge to integrate open banking, allowing users to aggregate and view all bank accounts in a unified platform. The collaboration targets Italian and international users, streamlining wealth tracking and portfolio management through real-time financial data access. Both companies specialize in personal finance and open banking solutions, respectively.

Jan 2024FazzacoNews article