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
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
Contact Us
Want to learn more? Leave your details and our team will be in touch.
About UsOur ServicesSecurity DetailsHelp CenterBlogPrivacy PolicyTerms & ConditionsGoogle API Disclosure
