Providing financial advisers the tools to deliver excellent service

PlanHappy offers software, tools and training – the vital ingredients you’ll need to run a financial advice business

Lifestyle Financial Planning & Training

A step by step process to deliver lifestyle financial planning 

The new structured training programme, the PlanHappy Academy, giving advisers access to the PlanHappy Lifestyle Financial Planning process and tool is now LIVE.

Subscribers get a ready-made Lifestyle Financial Planning process in a box, including meeting modules, client booklets, coaching and presentations skills. Learn HOW to deliver great lifestyle financial planning with clients. Training will take advisers through Lifestyle Financial Planning online, with video tutorials for every stage, either self-guided or face to face training with qualified trainers, on a 1-2-1 basis.

Case Management Software

Purpose Built Software by financial advisers for financial advisers.

We’ve all been there – wasting time managing data across multiple software systems and trying to make something work that’s not quite designed for what you need.

• No more time wasted getting different bits of software to talk to each other
• Features developed specifically for IFA’s
• Single data entry through client records, tasks, notes and much more

PlanHappy’s Case Management feature modules work together seamlessly saving you time, money and hassle.

Features and functionality

What do I get with PlanHappy Case Management Software? A wide range of features to run an Independent Financial Advice business are built-in as standard. PlanHappy offers you one integrated solution.

See for yourself…

Practice Management

Bring all your client information together and streamline your systems in one simple solution. 

Business Workflow & Process Automation

Build your own processes and make planhappy work exactly how you want it to. 

Training & Competency

Create process modules, regulatory obligation training and more, for your whole business.

Advice & Planning Tools

Get everything you need for advice and planning services in one integrated solution.

PlanHappy Technology

Developed in-house with its own team, it’s designed for ease of use across all devices.

Investment Solutions

Automate and streamline your centralised investment proposition and much more.

New Business, Fees & Revenue Management

Set your own financial parameters for recommendations across your whole business.

Management Information & Reporting

Information and customisable reports at your fingertips about all aspects of your operation.

PlanHappy Lifestyle Financial Planning

Join the latest in financial advice and the growing band who offer true Lifestyle Financial Planning.

Optional Module –

Additional Fee

Estate Planning

Add value to your client proposition by offering streamlined estate planning to your clients.

Marketing & Enquiry Management

Build campaigns, monitor enquiries, track ROI and much more in one integrated system.

Interested? Get in touch.

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