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Plannix & Salt Edge join forces to optimise personal finance via open banking

By Delisha Fernandes

January 23, 2024

  • Bank Accounts
  • Banking Institutions
  • Fintech news

Salt Edge, Shanghai Commercial BankPlannix, a personal finance hub that helps with wealth tracking, portfolio management, and financial planning, teams up with Salt Edge.

The partnership enables users from Italy and beyond to connect and view all their bank accounts in one place instantly.

Plannix offers an array of services designed to redefine financial planning and advisory services for investors. The suite of tools includes a complete asset allocation and portfolio tracker, insightful KPIs about wealth and savings, and a transparent management fee scanner.

Luca Lixi, CEO and Founder at Plannix, said, ”Establishing one of the largest financial communities in Italy, boasting over 35,000 members, Plannix plans to broaden its reach to key European regions, including France, Spain, and Germany. Partnering with Salt Edge, which has over 2,500 connections to financial institutions in Europe, will allow end users from these countries to connect and access their bank data in a simple and compliant way, all in one place.”

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.

Anton Cebanu, Open Banking Solution Expert at Salt Edge, said, ”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.”

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