Plannelink

All your wealth in one secure place.

From traditional finance to Web3, cloud memories and physical assets. Plannelink is the only system that lets you leave precise instructions for every type of asset.

In brief

"A comprehensive registry of 64+ financial platforms, crypto exchanges, brokers and services. Map your digital and physical assets to ensure your loved ones can access them when needed, without exposing credentials or private keys."

64+
Supported Platforms
8
Asset Categories
100%
Zero-Knowledge
Free
5 Assets in Free Plan

Security Note

Plannelink operates on the principle of Secure Mapping. We don't require API access or direct credentials to your accounts. We create an encrypted 'Digital Twin' containing only recovery instructions for your heirs. Maximum security, zero risk of unauthorized withdrawals.
Intesa Sanpaolo Bank Logo

Intesa Sanpaolo

Accounts & Deposits

  • Institution: Intesa Sanpaolo
  • Type: Bank
  • Category: Accounts & Deposits
UniCredit Bank Logo

UniCredit

Accounts & Deposits

  • Institution: UniCredit
  • Type: Bank
  • Category: Accounts & Deposits
Revolut Neobank Logo

Revolut

Accounts & Deposits

  • Institution: Revolut
  • Type: Neobank
  • Category: Accounts & Deposits
N26 Neobank Logo

N26

Accounts & Deposits

  • Institution: N26
  • Type: Neobank
  • Category: Accounts & Deposits
Wise Money Transfer Logo

Wise

Accounts & Deposits

  • Institution: Wise
  • Type: Money Transfer
  • Category: Accounts & Deposits
PayPal Payment System Logo

PayPal

Accounts & Deposits

  • Institution: PayPal
  • Type: Payment System
  • Category: Accounts & Deposits
Fineco Bank Logo

Fineco

Accounts & Deposits

  • Institution: Fineco
  • Type: Bank
  • Category: Accounts & Deposits
Postepay Prepaid Card Logo

Postepay

Accounts & Deposits

  • Institution: Postepay
  • Type: Prepaid Card
  • Category: Accounts & Deposits
Binance Exchange Logo

Binance

Cryptocurrencies

  • Institution: Binance
  • Type: Exchange
  • Category: Cryptocurrencies
Coinbase Exchange Logo

Coinbase

Cryptocurrencies

  • Institution: Coinbase
  • Type: Exchange
  • Category: Cryptocurrencies
Kraken Exchange Logo

Kraken

Cryptocurrencies

  • Institution: Kraken
  • Type: Exchange
  • Category: Cryptocurrencies
Ledger Hardware Wallet Logo

Ledger

Cryptocurrencies

  • Institution: Ledger
  • Type: Hardware Wallet
  • Category: Cryptocurrencies
Trezor Hardware Wallet Logo

Trezor

Cryptocurrencies

  • Institution: Trezor
  • Type: Hardware Wallet
  • Category: Cryptocurrencies
MetaMask Crypto Wallet Logo

MetaMask

Cryptocurrencies

  • Institution: MetaMask
  • Type: Crypto Wallet
  • Category: Cryptocurrencies
Trust Wallet Crypto Wallet Logo

Trust Wallet

Cryptocurrencies

  • Institution: Trust Wallet
  • Type: Crypto Wallet
  • Category: Cryptocurrencies
Bybit Exchange Logo

Bybit

Cryptocurrencies

  • Institution: Bybit
  • Type: Exchange
  • Category: Cryptocurrencies
Directa SIM Broker Logo

Directa SIM

Investments

  • Institution: Directa SIM
  • Type: Broker
  • Category: Investments
Degiro Broker Logo

Degiro

Investments

  • Institution: Degiro
  • Type: Broker
  • Category: Investments
Interactive Brokers Broker Logo

Interactive Brokers

Investments

  • Institution: Interactive Brokers
  • Type: Broker
  • Category: Investments
eToro Trading Platform Logo

eToro

Investments

  • Institution: eToro
  • Type: Trading Platform
  • Category: Investments
Trade Republic Broker Logo

Trade Republic

Investments

  • Institution: Trade Republic
  • Type: Broker
  • Category: Investments
Vanguard Asset Management Logo

Vanguard

Investments

  • Institution: Vanguard
  • Type: Asset Management
  • Category: Investments
BlackRock Asset Management Logo

BlackRock

Investments

  • Institution: BlackRock
  • Type: Asset Management
  • Category: Investments
C

Chamber of Commerce

Business Shares

  • Institution: Chamber of Commerce
  • Type: Institution
  • Category: Business Shares
C

Companies House

Business Shares

  • Institution: Companies House
  • Type: Registry
  • Category: Business Shares
L

LLC Shares

Business Shares

  • Institution: LLC Shares
  • Type: Company
  • Category: Business Shares
L

LLC Shares

Business Shares

  • Institution: LLC Shares
  • Type: Company
  • Category: Business Shares
S

Startup Equity

Business Shares

  • Institution: Startup Equity
  • Type: Equity
  • Category: Business Shares
F

Family Holding

Business Shares

  • Institution: Family Holding
  • Type: Family Office
  • Category: Business Shares
Allianz Insurance Logo

Allianz

Insurance

  • Institution: Allianz
  • Type: Insurance
  • Category: Insurance
Generali Insurance Logo

Generali

Insurance

  • Institution: Generali
  • Type: Insurance
  • Category: Insurance
AXA Insurance Logo

AXA

Insurance

  • Institution: AXA
  • Type: Insurance
  • Category: Insurance
UnipolSai Insurance Logo

UnipolSai

Insurance

  • Institution: UnipolSai
  • Type: Insurance
  • Category: Insurance
Zurich Insurance Logo

Zurich

Insurance

  • Institution: Zurich
  • Type: Insurance
  • Category: Insurance
MetLife Insurance Logo

MetLife

Insurance

  • Institution: MetLife
  • Type: Insurance
  • Category: Insurance
O

Owned Property

Real Estate

  • Institution: Owned Property
  • Type: Property
  • Category: Real Estate
L

Land

Real Estate

  • Institution: Land
  • Type: Real Estate
  • Category: Real Estate
V

Valuables

Other

  • Institution: Valuables
  • Type: Physical Asset
  • Category: Other
C

Collectibles

Other

  • Institution: Collectibles
  • Type: Asset
  • Category: Other

Who uses Plannelink

Real-world scenarios where Plannelink is the ideal solution

The Fragmented Investor

Mark, 38, financial consultant

Problem

3 different brokers, 2 crypto exchanges, 5 bank accounts scattered between Italy and abroad. Family doesn't even know where to start.

Solution

With Plannelink, Mark creates a centralized registry with precise instructions for each platform. Zero risk of 'dormant accounts'.

Map your portfolio →

The Crypto Holder

Sophie, 29, early adopter

Problem

Ledger hardware wallet, seed phrase in safe, Bitcoin on Binance. How to ensure access without exposing keys?

Solution

Plannelink allows mapping wallets and exchanges indicating where physical backups are stored, without ever archiving private keys.

Protect your crypto →

The Entrepreneur

Luke, 52, SME owner

Problem

LLC shares, corporate insurance, commercial properties, business accounts. Complex wealth, fragmented documentation.

Solution

Plannelink organizes everything in a single encrypted registry: participations, policies, properties and notarial references.

Organize your wealth →

Succession Management of Bank Accounts, Brokers and Fintech

Banking fragmentation is the main obstacle in modern wealth recovery. Today, an average investor no longer holds liquidity in a single branch, but distributes it across neobanks (N26, Revolut) and online brokers. Plannelink acts as a centralized registry: it allows you to register IBANs and securities portfolios, providing heirs with the exact indication of the institution to contact to initiate the legitimate succession process, preventing assets from becoming 'dormant accounts'.

Cryptocurrencies, DeFi and Digital Assets

The nature of cryptocurrencies makes recovery impossible without private keys, but leaving a Seed Phrase in a will is dangerous. Plannelink solves the paradox with a Zero-Knowledge approach: we don't store your keys, but you create a map indicating to heirs which wallets you own (Exchange or Hardware) and where security backups are physically stored (e.g. 'In the wall safe'), ensuring access only to those with the physical device.

Life Insurance, Pension Funds and Welfare

The phenomenon of 'dormant policies' is worth billions. Often beneficiaries don't know they've been designated. The Asset Registry allows cataloging Death Benefit Policies, Pension Funds and Corporate Welfare. The goal is to ensure that capital set aside for family protection is actually claimed in correct timeframes, avoiding rights prescription.

Physical Assets, Participations and Intangible Assets

Wealth isn't just digital. Physical gold, watches, notarial documents, company shares and intellectual property (domains, copyrights) risk being lost during clearances. By mapping physical location (e.g. 'Blue folder in the study') or custodian references, Plannelink preserves the full value of tangible and intangible wealth.

Protecting your wealth starts today.

Start mapping

Free forever. No banking data required.

Questions about any asset?

Check our full FAQ to learn how Plannelink handles your security and data.

Go to FAQ →