Planto

What is Planto?

Planto is a comprehensive financial planning platform that empowers individuals to manage their finances effectively. By providing a secure online dashboard, Planto enables users to establish a personal budget, set financial objectives, and monitor their progress effortlessly. With its user-friendly interface, Planto ensures that users can easily stay informed about their financial situation and devise a personalized plan. The platform's automated budgeting tools aid in organization and adherence to financial goals, while the built-in goal-setting feature facilitates the creation and tracking of savings objectives. By connecting bank accounts to Planto, users gain a holistic understanding of their financial well-being, supported by customizable spending and savings categories that promote financial control. Additionally, Planto offers valuable insights from a team of financial experts and grants access to a variety of complimentary and premium financial services.