• Business Solutions
      App & Content
      Business Solutions
      Corporate
    • Wealth & Investment Insights

    Understand the user's investment preference at product or portfolio level automatically with banking transactions.

    Wealth & Investment Insights

    Understand the user's investment preference at product or portfolio level automatically with banking transactions.

    Tap into next level investment and cashflow insights for personalization & product level cross-selling.
    Use cases
    Detailed user segmentation at investment product level
    Improve analytics and dashboard for relationship managers
    Targeted cross-selling based on behavior & reference
    Identify the best time to cross-sell the right product
    Product Breakdown
    Get in touch with us
    Name
    Company
    Email
    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

    About UsOur ServicesSecurity DetailsHelp CenterBlogPrivacy PolicyTerms & ConditionsGoogle API Disclosure
    22/F, 3 Lockhart Road, Wan Chai, Hong KongPlanto Limited © 2025
    /static/images/social_section/facebook.png/static/images/social_section/linkedin.png/static/images/social_section/instagram.png/static/images/social_section/email.png