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    • White Labelled Financial Wellness

    Launch your own financial management features using market tested journeys.

    White Labelled Financial Wellness

    Launch your own financial management features using market tested journeys.

    Planto's UX and API libraries have been tested by 100,000+ users in Hong Kong and Taiwan. Launch financial management & wellness as part of your app or website without any hassles.
    Use cases
    Launch Financial Management Features
    Launch Smart Features with Insights / reports
    Product Breakdown

    Spend categorisation

    Helping customers understand where their money is spent by showing them a categorised view of their expenses and income

    Smart search

    Help users get insights on their transactions by helping them search transactions using merchant names and categories

    Personal Finance Insights

    Give customers intelligent insights into their personal finance with proactive and predictive insights

    Visual personal finance reports

    Empower users with visualisation into their personal finance with graphical view of their cashflow, expenses, subscriptions, etc.

    Budgeting & Goal planning

    Leverage Planto's data driven budgeting & goal planning customer journeys to enable a smart financial planning customer experience

    Email us at <a href="mailto:hello@planto.hk">hello@planto.hk</a> to learn more about the power of PFM & personalization
    Contact Us

    Email us at hello@planto.hk to learn more about the power of PFM & personalization

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