Planner Bee

Meet Planner Bee, your personal, mobile financial advisor. Created by finance experts, it helps you manage your banking, savings and investments, all in one place. Set goals for your financial future, and make them happen. Powerful and easy to use, Planner Bee helps you manage all your accounts and save money on your financial journey.
Features:
• All your accounts in one place
• A totally free app. There are no in-app purchases
• A complete overview of your spending and saving habits with a dashboard that is clear and easy to use
• Set smart budgets that put you in full control of your finances and help you move quickly and confidently towards positive financial outcomes
• Connect to all of your financial accounts. Planner Bee is in partnership with all major financial institutions
• See the premiums of your insurance products month by month, then choose the best products for your needs
All your loan details in one place so you can budget with a clear understanding of how much you owe on mortgages, credit cards and personal loans
• Your entire investment portfolio in your hand, easy to track and with Planner Bee insights
• Bank level security with 2048 bit RSA encryption. This makes it as secure as any bank, giving you peace of mind

A complete solution in personal finance
Management of your finances is too important to leave to chance. Planner Bee helps you take complete control of your financial planning. And with your banking, insurance and investment accounts all in one app, you have full oversight and control of your financial future. Everything you need to manage your finances is in the app. And it’s completely free.
Check on your accounts at any time with the simple and clear dashboard. It gives you multi-currency, multi-account information in one place so you can track your spending and your financial products and assets. And it syncs quickly too, wherever you are, so you won’t have to wait around for your accounts to update.

Manage your savings
Take charge of every single savings account you have in one app. Instantly check on your savings and plan for the future. Then receive and act on expert savings advice as the app sends you notifications and makes suggestions that help you reach your financial goals.

Plan for retirement with your phone. Planner Bee is a financial advisor on your savings, in your hand.

Manage your investments
From index funds to mutual funds, Planner Bee can give you an instant overview of how your investments are performing. Track the progress of your stocks and bonds over time and make informed decisions on your investment journey. All investment accounts can be viewed on one easy to use dashboard, including ETFs and bonds.
Check a stock price in the moment, and make a decision immediately.
As you continue to use Planner Bee you will recieve investment advice from our experienced investment advisor team. This will help you become an investor who is ahead of the curve.

Manage your insurance
Insurance can be complex, but Planner Bee allows you to have a clear view of each product you have purchased. You’ll also see how much your premiums are for the year, as well as from month to month. No paperwork or phone calls, just every single insurance product on your dashboard. It’s easy.
Whether you are insuring your car or your child, business or home, every product can be brought into the app. Take charge of your finance life by tracking and monitoring insurance costs so that you know exactly what your money is paying for.

Personal finance, simplified
Open an account with Planner Bee and watch as all your banking, investment and insurance accounts are seamlessly integrated. Moments later, they will be on your dashboard. No more spreadsheets, no more missing bits of paper.
We made Planner Bee because we listened to clients and friends who told us that the best possible personal finance app has to be a digital financial advisor.

And that’s exactly what Planner Bee is.