Pocket financial planning app Planner Bee announced a partnership with Salt Edge, a leader in open banking solutions, to securely and seamlessly connect millions of users to their personal banking data.

Headquartered in Singapore, Planner Bee aims to put a financial advisor in everyone’s pocket. The app pulls in the user’s data to offer them a convenient dashboard view of their finances across savings, investments, spending, and even insurance coverage. This is aimed at helping people reach their savings goals, and identifying where their spending “leaks” occur. Partnering up with Salt Edge allows Planner Bee to get easy and fast access to a worldwide financial institution coverage.

The ability to sync seamlessly with multiple banks, and safely pull all of that information into one place lies at the heart of effective financial planning. In my ten years of managing close to a thousand clients, taking the first step to assess all your cash and assets remains the biggest obstacle for most people in properly managing their finances.

Cherie Wang, CEO at Planner Bee

Planner Bee relies on Salt Edge’s open banking platform and security standards, which are compliant with the top banks’ requirements in over 70 countries. This has allowed the app to easily offer the widest support for users’ banks across ASEAN, to bring automation to everyone from day one.

We picked Salt Edge for its proven track record with over 5,000 financial institutions all over the world. We wanted to get it right for our users from the start.

Siming Ma, CFO at Planner Bee

Through Salt Edge, Planner Bee is able to connect with large banks in the region such as HSBC, DBS, Standard Chartered, Maybank, and OCBC Bank.

At Salt Edge we develop products that promote financial inclusion, and we are happy to join forces with Planner Bee to achieve our common goal. People should have the same tools for tracking their finances in the most efficient way without expensive personal consultation from high profile financial gurus. Together with Planner Bee we create a new open banking reality of finance management without borders.

Vladimir Pintea, Head of Open Banking Gateway at Salt Edge

Discover the full Salt Edge coverage to find out if our services are available in your country.

About Salt Edge

Salt Edge – a financial API platform with PSD2 and open banking solutions. The company has two main vectors of activity: enabling third parties to get access to bank channels via a unified gateway, and developing the technology necessary for banks to become compliant with the directive’s requirements. ISO 27001 certified and AISP licensed under PSD2, the company employs the highest international security measures to ensure stable and reliable connections between financial institutions and their customers. The company is integrated with 5800+ financial institutions in 60+ countries.

More information: www.saltedge.com
Phone number: +1-437-886-3969
Email: press@saltedge.com

About Planner Bee

Planner Bee is a financial planning app, bridging the gap in digital financial services. It allows users to view their financial portfolio from multiple providers in one app by means of API connections to banks, insurers and trading platforms. We help users take control over their own financial planning and investment choices, without a sales person.

More information: www.plannerbee.co