Born from frustration

PlanHappy software was born from frustration – the frustration of having to use multiple systems, clunky workflows and inefficient software.

In fact, we were so fed up we built our own.

Want to join the revolution and change your business?

planhappy Software Office

Proven software

Originally meant just for Joslin Rhodes Lifestyle Financial Planning ltd, the original tester,  others were soon asking when they could have it, so we decided the software was too good not to share.

It was built with Joslin Rhodes’ ideal shopping list in mind, things like:

• A quality end-to-end software system
• Seamless Workflows
• Something designed by Financial Advisers for Financial Advisers
• Software that helps streamline the client journey and, much more…

So, PlanHappy is now available to those who want to help change the industry and their own businesses using software designed specifically for financial services.

planhappy Software Office

Our values

PlanHappy is a different kind of company and focuses on customer happiness, aiming to change the financial services industry for the better – through revolutionising industry software and giving users the chance to be part of the development process.

These are the values we live by:

• Human Support & Guidance
• Simplicity in everything we do
• Put WOW in the little stuff
• Don’t build a faster horse

Interested? Get in touch.

Why not join the other companies who’ve already joined the PlanHappy revolution.  

To find out all the PlanHappy features, simply fill in the form and we’ll get back to you.  

Or why not book a demo? Your demo is no obligation and we’re a friendly bunch.

Contact us now to understand how PlanHappy can benefit your business.

You won’t regret it.

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Practice ManagementBusiness Workflow & AutomationTraining & CompetencyAdvice & Planning ToolsInvestment SolutionsPlanHappy Lifestyle Financial Plannning
New Business, Fees & Revenue MgmtManagement Info & ReportingEstate PlanningMarketing & Enquiry Managementplanhappy Technology

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Tick the box if you would like to receive news, product updates and feature release information.