Your personal mobile financial advisor

A new simple way to manage money, insurance and investments

Onboarding available with

As featured in

Singapore’s #1 Personal Finance App

Planner Bee helps you manage your money all in one place

Singapore’s #1 Personal Finance App

Planner Bee helps you manage your money allin one place

Why trust Planner Bee?

Smart insurance review

We help you check if your insurance coverage is right for you at this point in your life (and when your needs change, we’ll let you know).

Fully independent

We shop across providers with no biases so you get the best picks. Our support continues along your every step, from purchase to servicing changes as you need them.

Powerful technology + human support

Our team of licensed experts is here to answer questions, handle paperwork, and help you make decisions with confidence.

Priority Insurance claims assistance

Our claims team will respond within a day. You won’t just have one person helping you, but a team of experts working to process your claims. This is our promise.

Helping users organise

Helping users organise

$1.15 Billion

of life insurance

$233 Million

of expenses

$111 Million

across savings

$1.15 Billion

of life insurance

$233 Million

of expenses

$111 Million

across savings

Trusted by 10,000+ and counting

Hear what our users have to say

Slide The last time I looked at my insurance coverage was several years ago and I was surprised PB provided an insurance assessment tool that calculates and explains my needs. After syncing my insurance policies, I also got a full picture of what's lacking and the duplicates in my coverage.

Derek Cai

Senior Journalist

 Slide Excited when I came across this app… have been tracking all my expenses via Excel and this app changed my spending habits! Much more conscious on spends and savings now since its clearly indicated without me doing the math and now I have tangible savings targets to work towards to buy my house.

Kyara Choi

Product marketing manager

 Slide My parents got me medical insurance before I started working but I wasn’t sure what it covers. PB’s in-app assessment helped me understand what my present insurance covers and suggested updates to my old plan that I overlooked. Really glad I got this done before I needed to make any claims.

Thinesh Kumar

Research Manager

 Slide I did the “Income Protection” assessment and realised I had insufficient critical illness coverage now that I have an increase in my expenses. I spoke to one of their advisors and she wallked me through the options available to me to close the gap.

Glenn Ong

Supply Chain Analyst

 Slide Really great app to track my expenses! The app is beautifully designed and readily syncs with several banks in Singapore. The auto-categorisation feature is extremely useful and saves me time in categorising each transaction.

Winston

Product Technologist

 Slide As someone who isn't financially savvy, this app is a godsend. I'm able to see within a single app my assets across institutions. I get an idea of what my expenses are like right off the bat, without having to go through the labourious process of manually keying them in.

May Chen

Head of community

 Slide You can see how much time, energy and thought has been given to the design. When you’re syncing your bank account, it tells you which state your request is in, so you know and anticipate the interactive steps as needed. Details to these small things that customers face that the team has solved.

Ishan Girdhar

Head of info security

 Slide This app presented a clear picture of my finances across my various bank accounts in Singapore and Hong Kong. I also appreciate how I can see at a glance any suspicious expenses on my credit cards, and when I need to pay for my insurance plans.

Vicki Ho

Executive Director

 Slide This app simplified insurance terms so it's easier for me to remember what policies I bought. Being able to view my life insurance from Prudential and motor insurance from AXA together makes things so convenient. It saves me the trouble of remembering my motor insurance renewal dates as well.

Rahu A

Aircraft technician

 Slide Through their recommendations, I purchased a CareShield Life supplement. The purchase process has a great balance between technology and human touch as I could speak to one of their advisors to clear any doubts before making the purchase.

Jocelyn Tan

Tax Policy Senior Associate

We compare across these brands for you

First step to better financial planning is to have a snapshot of your existing status

Still have questions?

How do I connect my accounts to Planner Bee?
  1. Tap the “+” button at the bottom on navigation bar
  2. Tap on “Banks” to sync banks
  3. Tap on “Insurance” to sync with insurers
  4. Tap on “Investment” to sync with insurers
  5. Pick the provider you wish to connect with

We made a video to show you how the syncing process looks like.

What are the supported financial institutions?

Singapore

  • American Express
  • Bank of China (BOC)
  • CIMB
  • Citibank Online
  • DBS
  • DBS IDEAL Business
  • HSBC
  • OCBC
  • OCBC Velocity Business
  • Standard Chartered
  • UOB

Malaysia

  • HSBC
  • Maybank

Hong Kong

  • American Express
  • Bank of China (BOC)
  • DBS
  • HSBC
  • HSBC Business
  • Hang Seng
  • Standard Chartered

Indonesia

  • BCA Bank
  • Bank Mandiri
  • Danamon
  • PT. Bank Rakyat

Thailand

  • Bangkok Bank
  • Kasikornbank
  • Krungsri
  • TMB

Vietnam

  • BIDV

Singapore

  • AIA
  • Aviva
  • AXA
  • Great Eastern
  • NTUC Income
  • Prudential

Malaysia

  • Great Eastern
  • Prudential

Singapore

  • Autowealth
  • Aviva Navigator
  • Endowus
  • Fundsupermart
  • TD Ameritrade
How safe is Planner Bee?

All data is read-only, and we do not save your login IDs or passwords. We cannot move money in or out of your account and we cannot make changes to your insurance policies too.

Planner Bee operates on a one-time, read-only access and simply downloads the transactions on your behalf. For some banks, a new One-Time Password is sent to you every time you login for security reasons. Upon successful login, the latest data will be securely retrieved.

All Financial data is stored and securely encrypted in the cloud and Amazon’s data centres.