Make the right decisions
Make the right decisions
with your money.
with your money.
Plannix is the platform that helps you grow your wealth and secure your financial future.
Training Area - Value €990
Training Area
The complete personal finance journey
To enable you to become a savvy investor, we have developed a specific process used by more than 2,000 people: E.R.A.S.E.R. - an acronym for Explore, Gather, Analyze, Develop, Execute, and Review - is our condensed financial planning framework presented in 30 videos. Within it, you will find indispensable lessons with teachings that will accompany you for a lifetime. Now everything is on a single platform.
To enable you to become a savvy investor, we have developed a specific process used by over 2,000 people: E.R.A.S.E.R. - an acronym for Explore, Gather, Analyze, Develop, Execute, and Review - is our financial planning framework. Within it, you will find invaluable lessons with teachings that will accompany you throughout your life. Now it is all on a single platform.
PSD2 and Open Banking
Connect your accounts securely
and with just a couple of clicks
Connect your accounts securely
with just a couple of clicks
Securely connect your accounts with just a couple of clicks
We integrate over 4,000 banks across Europe with a secure and protected connection in accordance with the EU PSD2 Directive (2015/2366).
We integrate over 4,000 banks across Europe with a secure and protected connection in accordance with the EU PSD2 Directive (2015/2366).
Plannix uses Salt Edge Inc. and GoCardless Ltd as providers for open banking solutions. Salt Edge Inc. and GoCardless Ltd are authorized at the Italian and European levels as connectors to banking institutions and data normalizers according to the PSD2 directive. The user primarily authorizes SaltEdge Inc. and/or GoCardless Ltd to connect with their banking and/or financial intermediary, and subsequently authorizes Plannix to join and consult their data saved by SaltEdge Inc. and/or GoCardless Ltd within their infrastructure. Salt Edge Inc. and GoCardless Ltd are responsible for maintaining the connection and updating the user's data in an automated manner, following the PSD2 directives and using their security and privacy protocols. By granting Plannix access to the synchronized data in SaltEdge Inc. and/or in GoCardless Ltd through TLS encrypted channels, the user never authorizes Plannix, under any circumstances, to read or retrieve data directly from the banking intermediary’s systems. At any time and for any reason, the user may revoke the authorization for SaltEdge Inc. and/or GoCardless Ltd to read their data from the intermediary’s systems, as well as revoke Plannix’s access to the synchronized data on SaltEdge Inc. and/or on GoCardless Ltd, even before the automatic expiration.
Analyze
The guided check-up of your financial situation
Only what is measurable can be improved. That's why Plannix allows you to analyze your holdings, know your financial health, and track your investments, holdings, and portfolios, without the need for unnecessary complex Excels. Performance indicators tell you how you are doing and what you should focus on to improve.
Wealth Overview
Net Worth Tracker
Investment Tracking
Monitor the performance
Financial Health and Indicators
Discover how to improve
Wealth Overview
Add all your assets and keep your wealth in check with important information at your fingertips.
Connect your accounts in just a few clicks and synchronize the balance with total security.
Automatically connect the accounts
Checking accounts, ETFs, Mutual funds, Stocks, Bonds, Insurance policies, Wealth management, Pension funds, Real estate, and Crypto: everything in one place
Add all your assets
Wealth Overview
Track Your Net Worth
Investment Tracking
Monitor the performance
Financial Health and Indicators
Discover how to improve
Wealth Overview
Add all your assets and keep your wealth in check with important information at your fingertips.
Connect your accounts in just a few clicks and synchronize the balance with total security.
Automatically connect the accounts
Checking accounts, ETFs, Mutual funds, Stocks, Bonds, Insurance policies, Wealth management, Pension funds, Real estate, and Crypto: everything in one place
Add all your assets
Wealth Overview
Add all your assets and keep your wealth in check with important information at your fingertips.
Connect your accounts in just a few clicks and synchronize the balance with total security.
Automatically connect the accounts
Checking accounts, ETFs, Mutual funds, Stocks, Bonds, Insurance policies, Wealth management, Pension funds, Real estate, and Crypto: everything in one place
Add all your assets
Develop your plan
Secure your financial future
Create a financial plan that protects you and your family from issues and unforeseen events, ensuring your future retirement, paying for your children's college, or providing for your elderly parents.
Simulators and Calculators
Use our simulators to better estimate the different scenarios that will make up your financial plan.
Develop Financial Plans
Investment goals
Develop your plan
Secure your financial future
Create a financial plan that protects you and your family from issues and unforeseen events, ensuring your future retirement, paying for your children's college, or providing for your elderly parents.
Simulators and Calculators
Use our simulators to better estimate the different scenarios that will make up your financial plan.
Develop Financial Plans
Investment goals
Develop your plan
Secure your financial future
Create a financial plan that protects you and your family from issues and unforeseen events, ensuring your future retirement, paying for your children's college, or providing for your elderly parents.
Simulators and Calculators
Use our simulators to better estimate the different scenarios that will make up your financial plan.
Develop Financial Plans
Investment goals
Simulate Scenarios
Every feature is designed to make your life as an investor simpler.
Every feature is designed to make your life as an investor simpler.
Gain clarity, peace of mind, and an overview.
Gain clarity, peace of mind, and an overview.
Retirement Simulator
Simulate your old-age, disability, inability, and survivors' pensions.
Future Capital Calculator
Discover how much your assets and savings can grow over time.
Future Income Calculator
Discover how much you need to live off your investments based on the standard of living you desire.
General Consultation and Check-up - Value 790€
General Consultation - Value 790€
We will never leave you alone on this journey, promised
The Premium subscription includes 3 general consulting sessions. These sessions alone are valued at 790€.
By subscribing to Plannix Premium, you are entitled to 3 periodic general consultancy sessions via video call with one of our tutors (worth €790). They will help you clarify any doubts and ensure that everything is in order for you.
First session
The first session is designed to ensure that you have understood everything you need and that you are ready to get started.
First session
The first session is designed to ensure that you have understood everything you need and that you are ready to get started.
Halfway through
In the second session, we will ensure that you have actually moved on to the operational part and that everything is in order.
Halfway through
In the second session, we will ensure that you have actually moved on to the operational part and that everything is in order.
End of year
Time for assessments and evaluations, accumulated doubts and some questions to clarify: we are here for that.
End of year
Time for assessments and evaluations, accumulated doubts and some questions to clarify: we are here for that.
The complete investment suite
Everything you need to take control of your investments
Everything you need to take control of your investments
Plannix is the suite of tools at your disposal to gain a complete overview of your holdings, investments, and financial goals.
Plannix is the suite of tools at your disposal to gain a complete overview of your holdings, investments, and financial goals.
Create, modify, and keep track of your monthly PAC.
Savings Plans
Create, modify, and keep track of your monthly PAC.
Savings Plans
Tests, quizzes, and questions to identify your investment priorities.
Explore
Tests, quizzes, and questions to identify your investment priorities.
Explore
Discover the composition of Plannix's model portfolios and the largest investors of all time.
Model Portfolio
Discover the composition of Plannix's model portfolios and the largest investors of all time.
Model Portfolio
Stay the course with an overview of your holdings.
Asset Allocation Analysis
Stay the course with an overview of your holdings.
Asset Allocation Analysis
Simulate how to bring the portfolio back to the desired asset allocation.
Rebalancing
Simulate how to bring the portfolio back to the desired asset allocation.
Rebalancing
Safely store documents, contracts, and records of your financial life.
Document Area
Safely store documents, contracts, and records of your financial life.
Document Area
Security and Privacy
The security of your data comes first
The security of your data comes first
Your data is encrypted, protected, and secure. We use it solely to provide you with analysis and statistics, and we will never sell it to third parties.
Your data is then anonymized: it is never possible to trace back to the identity of the holder of the sensitive data. The user-data association is programmatically generated through a unique random code that is assigned to the user upon joining.
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Based on your preferences
Plannix is completely customizable based on your data.
PAC
Attention
Import
Balancing
Edit
Act
Helpful feedback
Receive the truly important feedback.
Tutor and guided checkup
All the support you need.
Connect
Add transactions
Keep track of your assets over time.
Add transactions
Keep track of your assets over time.
Make Excel retire
Advanced tables with filters and search
Based on your preferences
Plannix is completely customizable based on your data.
PAC
Attention
Import
Balancing
Edit
Act
Tutor and guided checkup
All the support you need.
Connect
Add transactions
Keep track of your assets over time.
Add transactions
Keep track of your assets over time.
Make Excel retire
Advanced tables with filters and search
Based on your preferences
Plannix is completely customizable based on your data.
PAC
Attention
Import
Balancing
Edit
Act
Helpful feedback
Receive the truly important feedback.
Tutor and guided checkup
All the support you need.
Connect
Add transactions
Keep track of your assets over time.
Make Excel retire
Advanced tables with filters and search
Who is Plannix suitable for?
The right solution for those with capital or a good saving ability
The right solution for those with capital or a good saving ability
To make the most of all the features of Plannix, we recommend having a minimum of holdings or, alternatively, a capacity for recurring savings. Here are some of the use cases in which you might find yourself.
To make the most of all the features of Plannix, you need to have a capital of at least €50,000 or alternatively, a savings capacity of at least €800 per month. Here are some of the use cases in which you might find yourself.
To make the most of all Plannix's capabilities, we recommend having a minimum of holdings or, alternatively, a capacity for recurring savings. Here are some of the use cases you might find yourself in.
If you have never invested
Plannix is also suitable for those who have never invested anything but want to understand more about the financial world.
If you have never invested
Plannix is also suitable for those who have never invested anything but want to understand more about the financial world.
If you have never invested
Plannix is also suitable for those who have never invested anything but want to understand more about the financial world.
If you don't trust the alternatives
Plannix is right for you if you are disappointed with previous financial experiences and are looking for an alternative.
If you don't trust the alternatives
Plannix is right for you if you are disappointed with previous financial experiences and are looking for an alternative.
If you don't trust the alternatives
Plannix is right for you if you are disappointed with previous financial experiences and are looking for an alternative.
If you haven’t earned enough
Plannix is the perfect solution if you are unsatisfied with the results of your investments.
If you haven’t earned enough
Plannix is the perfect solution if you are unsatisfied with the results of your investments.
If you haven’t earned enough
Plannix is the perfect solution if you are unsatisfied with the results of your investments.
If you're afraid of doing it all by yourself
With the assistance and tutoring sessions on using the platform, Plannix will be your financial co-pilot.
If you're afraid of doing it all by yourself
With the assistance and tutoring sessions on using the platform, Plannix will be your financial co-pilot.
If you're afraid of doing it all by yourself
With the assistance and tutoring sessions on using the platform, Plannix will be your financial co-pilot.
If you manage the household economy
Plannix is right for you if you need to take care of elderly parents or young children and make important financial decisions.
If you manage the household economy
Plannix is right for you if you need to take care of elderly parents or young children and make important financial decisions.
If you manage the household economy
Plannix is right for you if you need to take care of elderly parents or young children and make important financial decisions.
If you are looking for feedback and confirmations
Even if you already have a financial plan, Plannix is an excellent tool to assess its effectiveness.
If you are looking for feedback and confirmations
Even if you already have a financial plan, Plannix is an excellent tool to assess its effectiveness.
If you are looking for feedback and confirmations
Even if you already have a financial plan, Plannix is an excellent tool to assess its effectiveness.
What's in Plannix?
Training, platform and financial planning consultancy.
Training, platform and financial planning consultancy.
The best financial education and training, Plannix's advanced technology platform for simulation and monitoring your holdings, and our five-star planning consultancy to guide and assist you. These are the 3 pillars of Plannix.
The best financial education and training, Plannix's advanced technology platform for simulation and monitoring your holdings, and our five-star planning consultancy to guide and assist you. These are the 3 pillars of Plannix.
Financial education and training
The Plannix process is the foundation to start from, and you can follow everything in convenient videos. You will find unmissable lessons with teachings that will accompany you for a lifetime.
Technological platform
With Plannix, you can simulate scenarios, track your holdings, monitor your portfolios, and get an overview of your financial plan. All in one.
Financial planning consultations
Plannix includes 3 sessions of general advice and planning: we are by your side to assist and guide you on your journey.
Start your journey today
Join Plannix now
Create your account and start growing your holdings and securing your financial future today.
Standard
€1,480
€1,480
€990
€990
per year
🎓 Financial Planning Course (valued at 990€)
🎓 Financial Planning Course (valued at 990€)
🔐 Financial planning platform (worth €490)
🔐 Financial planning platform (worth €490)
🧑💼 3 financial planning sessions (value €790)
🧑💼 3 financial planning sessions (value €790)
Financial Growth
🔗 Automatic connection to your bank account for automatic tracking
🔗 Automatic connection to your bank account for automatic tracking
📊 Asset and Investment Tracker
📊 Asset and Investment Tracker
🔍 Financial Health Report and KPIs
🔍 Financial Health Report and KPIs
💰 Detailed report of investment costs
💰 Detailed report of investment costs
Plan and Achieve Your Goals
📈 Create financial plans suited for you
📈 Create financial plans suited for you
🧮 Simulators and Calculators for informed decisions
🧮 Simulators and Calculators for informed decisions
📉 Optimize your investments with model portfolios
📉 Optimize your investments with model portfolios
⚖️ Easy rebalancing to maintain portfolio equilibrium
⚖️ Easy rebalancing to maintain portfolio equilibrium
💸 PAC: Guided Savings Plans for your investments
💸 PAC: Guided Savings Plans for your investments
SUPPORT AND UPDATES
🔄 1 year of assistance and updates
🔄 1 year of assistance and updates
📧 Email Support
📧 Email Support
💬 Live chat support
💬 Live chat support
🤑 30-day Guarantee
🤑 30-day Guarantee
Premium
€2,460
€2,460
€1,490
€1,490
per year
🎓 Financial Planning Course (valued at 990€)
🎓 Financial Planning Course (valued at 990€)
🔐 Financial planning platform (valued at 490€)
🔐 Financial planning platform (valued at 490€)
🧑💼 3 financial planning sessions (value of €790)
🧑💼 3 financial planning sessions (value of €790)
Everything included in the Standard plan
Everything included in the Standard plan
PLANNING SESSIONS
Assessment of the initial situation
Assessment of the initial situation
Analysis of existing investments
Analysis of existing investments
Definition of steps and objectives
Definition of steps and objectives
Financial plan assessment
Financial plan assessment
Assessment of Insurance Holdings
Assessment of Insurance Holdings
12-month Check-up
12-month Check-up
End-of-year plan review
End-of-year plan review
Analysis of areas for improvement
Analysis of areas for improvement
Savings verification
Savings verification
Private
Starting from
Starting from
€4,900
€4,900
per year
Everything included in the Premium plan
Everything included in the Premium plan
Customized and individual Financial Consulting
Customized and individual Financial Consulting
Dedicated 1:1 financial advisor
Dedicated 1:1 financial advisor
Dedicated to Net Worth over €500,000
Dedicated to Net Worth over €500,000
Money-back guarantee
No risk: if you are not satisfied, contact us within 30 days of purchase to receive a full refund.
Start your journey today
Join Plannix now
Create your account and start growing your holdings and securing your financial future today.
Standard
€1,480
€990
per year
🎓 Financial Planning Course (valued at 990€)
🔐 Financial planning platform (worth €490)
🧑💼 3 financial planning sessions (value €790)
Financial Growth
🔗 Automatic connection to your bank account for automatic tracking
📊 Asset and Investment Tracker
🔍 Financial Health Report and KPIs
💰 Detailed report of investment costs
Plan and Achieve Your Goals
📈 Create financial plans suited for you
🧮 Simulators and Calculators for informed decisions
📉 Optimize your investments with model portfolios
⚖️ Easy rebalancing to maintain portfolio equilibrium
💸 PAC: Guided Savings Plans for your investments
SUPPORT AND UPDATES
🔄 1 year of assistance and updates
📧 Email Support
💬 Live chat support
🤑 30-day Guarantee
You will complete the registration and proceed with the payment directly on the platform after creating your account.
Premium
€2,460
€1,490
per year
🎓 Financial Planning Course (valued at 990€)
🔐 Financial planning platform (valued at 490€)
🧑💼 3 financial planning sessions (value of €790)
Everything included in the Standard plan
PLANNING SESSIONS
Assessment of the initial situation
Analysis of existing investments
Definition of steps and objectives
Financial plan assessment
Assessment of Insurance Holdings
12-month Check-up
End-of-year plan review
Analysis of areas for improvement
Savings verification
You will complete the registration and proceed with the payment directly on the platform after creating your account.
Private
Starting from
€4,900
per year
Everything included in the Premium plan
Customized and individual Financial Consulting
Dedicated 1:1 financial advisor
Dedicated to Net Worth over €500,000
The service has limited spots.
Money-back guarantee
No risk: if you are not satisfied, contact us within 30 days of purchase to receive a full refund.
Why postpone?
If you had invested €100,000 with Plannix, in 8 years you would have more than doubled
If you had invested €100,000 with Plannix, in 8 years you would have more than doubled
This is the trend of one of our model portfolios, the Plannix 80.
In 8 years you would have doubled your capital. €100,000 that turns into €203,024.
This is the performance of one of our model holdings, the Plannix 80. In 8 years you would have doubled your capital.
100,000€ becoming 203,024€.
This is the trend of one of our model portfolios, the Plannix 80.
In 8 years you would have doubled your capital. €100,000 that turns into €203,024.
The chart shows the evolution of a hypothetical model portfolio rebalanced annually from January 1, 2016, to June 6, 2024. The amounts should be understood for informational purposes only and before taxes and trading costs of the holdings. The model portfolios are based on what Plannix considers generally accepted investment theories. The model portfolios are developed solely for informational purposes and should not be regarded as investment advice or recommendation for particular securities, strategies, or investment products, nor as a solicitation to purchase or sell financial products.
Our customers
Built together with investors like you
Read the testimonials from over 500 satisfied customers.
I learned at 65 what I should have known at 18. In my particular case, I was able to review past mistakes, but also what good and correct things I managed to accomplish. Therefore, I made numerous adjustments to my holdings.
Piero Tonso
Surgeon
Plannix offers a safe guide even in stormy moments to be free savers. I can finally face financial uncertainties calmly and look forward to my future financial development, aided by an online platform designed to let me easily keep everything under control.
Matteo Dalvit
Product Manager
Plannix is the benchmark for financial planning, undoubtedly. Being aware and active players in one's financial choices is essential, and with Plannix this is reality.
Nicola Sargeni
Marketers and Advertisers
Even before being a computerized platform for managing one's money, Plannix is a unique educational and growth path of its kind. Believe me when I tell you that no bank employee will ever tell you what you will find in Plannix! It allows you to have a complete view not only of your financial situation but also, and above all, to see it connected to your goals (as of today, I am not aware of any home banking applications capable of doing this, except for some ultra-customized excel sheets that need to be updated manually).
Massimo Angelo
Impiegato
With just a single glance, you can see your financial situation and keep your investment goals monitored and updated. I am definitely now aware of which holdings I have in my portfolio, the time horizons of my investments, and their cost. And it's all simple and interactive.
Adamo Pe
Entrepreneur
Like so many people, a year ago on January 1st I made a promise to myself. It wasn't a new diet or the gym, but I joined Plannix because I thought my investments weren't getting me anywhere. I had thought about it a lot because the cost seemed 'high'. I can say that after a year with Plannix, I've removed all the 'managed' holdings that annually cost me much more than one year of Plannix.
Now I have a much clearer idea about my financial and insurance position and I'm creating portfolios suited to my different goals. I've also got an idea about my future pension, which isn't easy considering I have worked in different countries.
Inge Bulens
Airline pilot
I was able to recognize all the junk products I had and get rid of them. And I have finally started my long-term investment plan. Through the platform, I can monitor the performance of my holdings, without having to go crazy with Excel sheets, calculations, notes, etc.
Plannix has been the best investment I could make. I'm a different person now, and above all, I'm the one who sets the rules and decides what to do with my money.
Francesco Passarini
Software Developer
I found it very useful. It's a financial education tool, a planning tool, and a platform for monitoring your financial situation all in one place.
When dealing with various insurance and financial consultants, they are always the ones leading you to the product they want to sell; with Plannix, I had a clearer understanding of what I wanted to do with my money and how to plan my journey to reach my goals.
Carmen Leida
Agroforestry Expert
Plannix has shown me the actual possibilities of maintaining my savings and how to grow them wisely. I feel incredibly energized about my current and future investments, and I am calm about the management of my holdings. It has everything.
Elia Amorati
Marketer
I would recommend Plannix without hesitation to anyone wishing to get their financial life in order. It touches on all the essential points that an investor should know, yet it always remains focused on the practical and operational side.
Marco Bombardi
Entrepreneur
The Plannix platform has been like a quantum leap. The platform has brought together my entire financial life into a single dashboard. Readable at a glance, with truly useful keywords: I have joined in full control of what I hold. And the benefits are not just informational but also practical, very practical. After a short run-in period – by the way, the support is efficient and prompt – I saw what was wrong with my asset allocation, pruned the dead branches, and made everything more efficient. Without Plannix, I probably wouldn't have realized it.
Luca Clemente
Giornalista
Plannix allows you to follow a method that is robust and sensible. For those like me who have long been involved in financial markets (even with wrong choices), it primarily allows for smart, mature, and foresighted money management planning.
For those who know nothing about it, instead, it is an incredible starting point because it allows avoiding mistakes and becoming less fearful and confused about the steps to take.
Alberto Aldegheri
Employee
I can honestly say that Plannix is one of the best purchases I have ever made.
Remarkable and enlightening is the training on sound financial education that is totally lacking in Italy, and that has personally changed my life because today, thanks to the teachings of Plannix, I am a serene woman because I am informed and protected, and this for me is priceless.
But in my opinion, the real strength of Plannix is not just the content but the exceptional customer service; the Plannix team is extraordinary, they have always supported me and helped me in the difficulties I encountered in the development of my holdings and in suggesting the best solution.
Grace Corritore
Freelancer
It is absolutely one of the best products, with a huge practical confirmation of what is learned.
In a world where everything is available to everyone and no one knows where to really look for what they want, Plannix is a beacon that lights up the shadows of financial ignorance.
Clear, simple, and concise are the keywords to describe Plannix.Personally, I have now managed to have a clear path to follow and to implement all the ideas I had in mind that I was unable to carry out.
Arbnor Pronaj
Specialized Technician
I learned at 65 what I should have known at 18. In my particular case, I was able to review past mistakes, but also what good and correct things I managed to accomplish. Therefore, I made numerous adjustments to my holdings.
Piero Tonso
Surgeon
Plannix offers a safe guide even in stormy moments to be free savers. I can finally face financial uncertainties calmly and look forward to my future financial development, aided by an online platform designed to let me easily keep everything under control.
Matteo Dalvit
Product Manager
Plannix is the benchmark for financial planning, undoubtedly. Being aware and active players in one's financial choices is essential, and with Plannix this is reality.
Nicola Sargeni
Marketers and Advertisers
Even before being a computerized platform for managing one's money, Plannix is a unique educational and growth path of its kind. Believe me when I tell you that no bank employee will ever tell you what you will find in Plannix! It allows you to have a complete view not only of your financial situation but also, and above all, to see it connected to your goals (as of today, I am not aware of any home banking applications capable of doing this, except for some ultra-customized excel sheets that need to be updated manually).
Massimo Angelo
Impiegato
With just a single glance, you can see your financial situation and keep your investment goals monitored and updated. I am definitely now aware of which holdings I have in my portfolio, the time horizons of my investments, and their cost. And it's all simple and interactive.
Adamo Pe
Entrepreneur
Like so many people, a year ago on January 1st I made a promise to myself. It wasn't a new diet or the gym, but I joined Plannix because I thought my investments weren't getting me anywhere. I had thought about it a lot because the cost seemed 'high'. I can say that after a year with Plannix, I've removed all the 'managed' holdings that annually cost me much more than one year of Plannix.
Now I have a much clearer idea about my financial and insurance position and I'm creating portfolios suited to my different goals. I've also got an idea about my future pension, which isn't easy considering I have worked in different countries.Inge Bulens
Airline pilot
I was able to recognize all the junk products I had and get rid of them. And I have finally started my long-term investment plan. Through the platform, I can monitor the performance of my holdings, without having to go crazy with Excel sheets, calculations, notes, etc.
Plannix has been the best investment I could make. I'm a different person now, and above all, I'm the one who sets the rules and decides what to do with my money.Francesco Passarini
Software Developer
I found it very useful. It's a financial education tool, a planning tool, and a platform for monitoring your financial situation all in one place.
When dealing with various insurance and financial consultants, they are always the ones leading you to the product they want to sell; with Plannix, I had a clearer understanding of what I wanted to do with my money and how to plan my journey to reach my goals.Carmen Leida
Agroforestry Expert
Plannix has shown me the actual possibilities of maintaining my savings and how to grow them wisely. I feel incredibly energized about my current and future investments, and I am calm about the management of my holdings. It has everything.
Elia Amorati
Marketer
I would recommend Plannix without hesitation to anyone wishing to get their financial life in order. It touches on all the essential points that an investor should know, yet it always remains focused on the practical and operational side.
Marco Bombardi
Entrepreneur
Plannix is the benchmark for financial planning, without a doubt. Being aware and active participants in one's financial choices is essential, and with Plannix, this is reality.
Nicola Sargeni
Marketer and Advertiser
Plannix is the benchmark for financial planning, without a doubt. Being aware and active participants in one's financial choices is essential, and with Plannix, this is reality.
Nicola Sargeni
Marketer and Advertiser
Plannix has shown me the real possibilities of maintaining my savings and how to grow them prudently. I feel incredibly energized about my current and future investments, and I am at ease with the management of my holdings. It's all there.
Elia Amorati
Marketer
Plannix has shown me the real possibilities of maintaining my savings and how to grow them prudently. I feel incredibly energized about my current and future investments, and I am at ease with the management of my holdings. It's all there.
Elia Amorati
Marketer
The Plannix platform has been like a quantum leap. The platform has brought together my entire financial life into a single dashboard. Instantly readable, with truly useful keywords: I've joined full control of what I hold. And the benefits are not purely informational but also practical, very practical. After a short break-in period – by the way, the support is efficient and quick – I've seen what was wrong with my asset allocation, pruned the dead branches and made everything more efficient. Without Plannix, I probably wouldn't have realized it.
Luca Clemente
Journalist
The Plannix platform has been like a quantum leap. The platform has brought together my entire financial life into a single dashboard. Instantly readable, with truly useful keywords: I've joined full control of what I hold. And the benefits are not purely informational but also practical, very practical. After a short break-in period – by the way, the support is efficient and quick – I've seen what was wrong with my asset allocation, pruned the dead branches and made everything more efficient. Without Plannix, I probably wouldn't have realized it.
Luca Clemente
Journalist
Like so many people, a year ago on January 1st, I made a promise to myself. It wasn't a new diet or going to the gym, but I joined Plannix because I had the idea that my investments weren't getting me anywhere. I had thought about it a lot because the cost seemed 'high'. I can say that after a year of Plannix, I’ve removed all the 'managed' holdings that used to cost me much more than 1 year of Plannix.
Now I have much clearer ideas about my financial and insurance position and am creating portfolios suitable for my different goals. I have also gotten a sense of my future retirement, which is not easy considering I’ve worked in different countries.
Inge Bulens
Airplane pilot
Like so many people, a year ago on January 1st, I made a promise to myself. It wasn't a new diet or going to the gym, but I joined Plannix because I had the idea that my investments weren't getting me anywhere. I had thought about it a lot because the cost seemed 'high'. I can say that after a year of Plannix, I’ve removed all the 'managed' holdings that used to cost me much more than 1 year of Plannix.
Now I have much clearer ideas about my financial and insurance position and am creating portfolios suitable for my different goals. I have also gotten a sense of my future retirement, which is not easy considering I’ve worked in different countries.
Inge Bulens
Airplane pilot
I managed to recognize all the junk products I had and got rid of them. And I finally started my long-term investment plan. Through the platform, I can monitor the performance of my holdings, without having to go crazy with Excel sheets, calculations, notes, etc.
Plannix has been the best investment I could make. I am a different person now, and most importantly, I am the one who sets the rules and decides what to do with my money.
Francesco Passarini
Software Developer
I managed to recognize all the junk products I had and got rid of them. And I finally started my long-term investment plan. Through the platform, I can monitor the performance of my holdings, without having to go crazy with Excel sheets, calculations, notes, etc.
Plannix has been the best investment I could make. I am a different person now, and most importantly, I am the one who sets the rules and decides what to do with my money.
Francesco Passarini
Software Developer
I can honestly say that Plannix is one of the best purchases I have ever made.
The extraordinary and enlightening training on solid financial education that is totally lacking in Italy, and that has personally changed my life because today, thanks to the teachings of Plannix, I am a calm woman because I am informed and protected and this is priceless for me.
But in my opinion, the real strength of Plannix is not only the contents but the exceptional customer service, the Plannix team is extraordinary, they have always supported and helped me through the challenges encountered in the development of my holdings and in suggesting the best solution.
Grazia Corritore
Freelancer
I can honestly say that Plannix is one of the best purchases I have ever made.
The extraordinary and enlightening training on solid financial education that is totally lacking in Italy, and that has personally changed my life because today, thanks to the teachings of Plannix, I am a calm woman because I am informed and protected and this is priceless for me.
But in my opinion, the real strength of Plannix is not only the contents but the exceptional customer service, the Plannix team is extraordinary, they have always supported and helped me through the challenges encountered in the development of my holdings and in suggesting the best solution.
Grazia Corritore
Freelancer
I learned at 65 what I should have known at 18. In my specific case, I was able to review the mistakes made in the past, but also the good and right things I was able to achieve. Therefore, I have made numerous corrections to my holdings.
Piero Tonso
Surgeon
I learned at 65 what I should have known at 18. In my specific case, I was able to review the mistakes made in the past, but also the good and right things I was able to achieve. Therefore, I have made numerous corrections to my holdings.
Piero Tonso
Surgeon
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Join Plannix now
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Frequently Asked Questions
Frequently Asked Questions
If you have any other questions, click on the button for the chat down here on the bottom right or send an email to support@plannix.co
What is Plannix?
Plannix is the platform that helps individual investors and savers to grow their savings and obtain a clear overview of their financial situation through analysis tools, monitoring, and practical planning. The subscription includes joining the educational area, the model portfolios, and the assistance.
What is Plannix?
Plannix is the platform that helps individual investors and savers to grow their savings and obtain a clear overview of their financial situation through analysis tools, monitoring, and practical planning. The subscription includes joining the educational area, the model portfolios, and the assistance.
What is the recommended minimum holding to get started?
What is the recommended minimum holding to get started?
Do you offer individual financial planning services?
Do you offer individual financial planning services?
Are investments made directly from the platform?
Are investments made directly from the platform?
How long will it take for me to be up and running?
How long will it take for me to be up and running?
Is Plannix also suitable for those who know nothing about finance?
Is Plannix also suitable for those who know nothing about finance?
I do not live in Italy. Is Plannix suitable for me?
I do not live in Italy. Is Plannix suitable for me?
Is there a free version?
Is there a free version?
Can I cancel my subscription without any constraints?
Can I cancel my subscription without any constraints?
How do you connect to the accounts?
How do you connect to the accounts?
Still have any questions?
If you still have questions, click on the blue chat icon at the bottom right.
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Partner
Office
Plannix Società di Consulenza Finanziaria Srl
Piazza IV Novembre, 7 - Milan - 20124 - Italy
Plannix SCF is an Independent Financial Consultancy Company authorized by Resolution No. 2461 of the OCF of Milan on 04/23/2024.
Plannix SCF is part of AssoSCF, the Italian Association of Independent Financial Consulting Companies.
This informational page is intended purely for informational and marketing purposes on behalf of Plannix SCF srl. The information contained herein does not constitute and cannot be interpreted as investment advice or an invitation or recommendation in favor of particular securities, strategies, or investment products, nor a solicitation to purchase or sell financial products or to carry out any other kind of financial transaction. Any investment decision made in relation to the content of this informational page or to the contents accessible on the Plannix platform is the sole responsibility of the investor who must consider the Plannix software as a tool for analysis, tracking, information, and support for his or her personal investment decisions. The Plannix platform does not perform and cannot carry out financial transactions for or on behalf of registered clients and does not provide nor can provide specific recommendations in favor of particular securities, strategies, or investment products; the Plannix software is solely used for illustrative purposes to facilitate users in independently viewing their own assets and investments. Although Plannix SCF srl makes every reasonable effort to ensure the highest quality of the services provided, the Plannix software and Plannix SCF srl do not provide any expressed or implied warranty on the correctness, completeness, timeliness, or accuracy of the information, assignments, rates, indices, prices, calculations, analyses, market data, and other content accessible as part of the services offered on app.plannix.co. All investments carry the risk of loss.
© 2024
Plannix Società di Consulenza Finanziaria Srl - VAT ID 12983770962
Plannix is the platform that helps you monitor assets, holdings, and investments to create a winning financial plan.
Plannix SCF is an Independent Financial Consulting Company authorized by resolution no. 2461 of the OCF of Milan dated 04/23/2024.
Plannix SCF is part of AssoSCF, the Italian Association of Independent Financial Consulting Companies.
Product
Roadmap
Coming soon
Partner
Office
Plannix Società di Consulenza Finanziaria Srl
Piazza IV Novembre, 7 - Milan - 20124 - Italy
© 2024
Plannix Società di Consulenza Finanziaria Srl - VAT ID 12983770962
This informational page serves solely for informational and marketing purposes by Plannix SCF Ltd. The information contained within does not constitute and cannot be interpreted as investment advice or an invitation or recommendation for particular securities, investment strategies or products, or a solicitation to buy or sell financial products or to engage in any other financial transaction. Any investment decision made in relation to the content of this informational page or the contents accessible on the Plannix platform is the sole responsibility of the investor, who should regard the Plannix software as a tool for analysis, tracking, information, and support for their personal investment decisions. The Plannix platform does not perform and cannot perform financial transactions for or on behalf of registered clients and does not and cannot provide specific recommendations for particular securities, strategies, or investment products; the Plannix software is used only for illustrative purposes to facilitate independent viewing by users of their assets and investments. Although Plannix SCF Ltd undertakes every reasonable effort to ensure the highest quality of services provided, Plannix software and Plannix SCF Ltd do not provide any express or implied warranty as to the correctness, completeness, timeliness, or accuracy of the information, allocations, rates, indexes, prices, calculations, analyses, market data, and other content accessible within the services offered on app.plannix.co. All investments are subject to the risk of loss.
The information on this page is for informational and marketing purposes only by Plannix SCF srl. The information contained herein does not constitute and should not be interpreted as investment advice or an invitation or recommendation in favor of particular securities, strategies or investment products, or as a solicitation to buy or sell financial products or to carry out any other financial transaction. Any investment decision made in relation to the content of this informational page or to the contents accessible on the Plannix platform is the sole responsibility of the investor, who should consider the Plannix software as a tool for analysis, tracking, information, and support for their personal investment decisions. The Plannix platform does not execute and cannot execute financial transactions for or on behalf of registered clients and does not provide nor can provide specific recommendations in favor of particular securities, strategies or investment products; the Plannix software is used only for illustrative purposes to facilitate users' independent visualization of their holdings and investments. Although Plannix SCF srl undertakes every reasonable effort to ensure the highest quality of the services provided, the Plannix software and Plannix SCF srl do not provide any express or implied warranty on the correctness, completeness, timeliness, or accuracy of the information, assignments, rates, indices, prices, calculations, analyses, market data, and other contents accessible within the services offered on app.plannix.co. All investments are subject to the risk of loss.
Product
Roadmap
Coming soon
Partner
Office
Plannix Società di Consulenza Finanziaria Srl
Piazza IV Novembre, 7 - Milan - 20124 - Italy
Plannix is the platform that helps you grow your holdings and secure your financial future.
Plannix SCF is an Independent Financial Consultancy Company authorized by Resolution No. 2461 of the OCF of Milan on 04/23/2024.
Plannix SCF is part of AssoSCF, the Italian Association of Independent Financial Consulting Companies.
Plannix SCF is part of AssoSCF, the Italian Association of Independent Financial Consulting Companies.
© 2024
Plannix Società di Consulenza Finanziaria Srl - VAT ID 12983770962