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FEATURES

How Does This App Work?

Planner Bee will help you track spending, save more and start investing

Slide 1 Your Banking, Savings and Investments All in One Place Get an overview of your personal finances across multiple accounts Mobile Yet Powerful Set smart budgets that put you in full control of your finances. Move quickly and confidently towards positive financial outcomes Made By Finance Pros Designed by financial experts to save you time and money on your investment and savings journey Bank-level Security Our systems deploy 2048-bit RSA encryption and multi-layered security to keep your information private and secure Slide 2 Your Banking, Savings and Investments All in One Place Get an overview of your personal finances across multiple accounts Mobile Yet Powerful Set smart budgets that put you in full control of your finances. Move quickly and confidently towards positive financial outcomes Made By Finance Pros Designed by financial experts to save you time and money on your investment and savings journey Bank-level Security Our systems deploy 2048-bit RSA encryption and multi-layered security to keep your information private and security. Slide 3 Your Banking, Savings and Investments All in One Place Get an overview of your personal finances across multiple accounts Mobile Yet Powerful Set smart budgets that put you in full control of your finances. Move quickly and confidently towards positive financial outcomes Made By Finance Pros Designed by financial experts to save you time and money on your investment and savings journey Bank-level Security Our systems deploy 2048-bit RSA encryption and multi-layered security to keep your information private and secure Slide 4 Your Banking, Savings and Investments All in One Place Get an overview of your personal finances across multiple accounts Mobile Yet Powerful Set smart budgets that put you in full control of your finances. Move quickly and confidently towards positive financial outcomes Made By Finance Pros Designed by financial experts to save you time and money on your investment and savings journey Bank-level Security Our systems deploy 2048-bit RSA encryption and multi-layered security to keep your information private and secure

Slide TESTIMONIALS Hear What Our Users Have To Say 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 tangble saving targets to work towards to buy my house. Kyara Choi Slide TESTIMONIALS Hear What Our Users Have To Say This app simplified insurance terms so its 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 Slide TESTIMONIALS Hear What Our Users Have To Say 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 Slide TESTIMONIALS Hear What Our Users Have To Say 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

Brands we work with

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Moomoo

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Endowus

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Autowealth

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Syfe

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Autowealth

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Endowus

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Frequently Asked 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.

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

TEAM

About Us

We’re a team of energetic financial experts obsessed with data, investments, finances, and understanding what’s moving the world around us.

The banking industry is now digital, yet the experience of tracking your expenses and assets remains stuck in the past.

You’ve told us it’s difficult and cumbersome to track your expenses and assets across paper and digital statements. We came up with Planner Bee after countless hours listening to clients and friends, and thinking about how to demystify the process of managing money easily.