End-to-end, fully customisable financial adviser software

planhappy Software has everything you’ll need to run a financial advice business, in one integrated solution

Purpose built

Built 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.

• Fully customisable to suit your business
• 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 feature modules work together seamlessly saving you time, money and hassle.

Features and functionality

What do I get with planhappy? 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.

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.

planhappy Software Office

Outstanding support

planhappy doesn’t just have a great team behind it, we’ve also put together a fantastic set of video support guides for all aspects of the software.  

Plus, you’ll have a dedicated account manager just for you, and the chance to build custom processes into your business with the option to let us help you design and map these through the Process Design Mapping and Installation Service.  

You choose from:

• Software tutorials, guidance & support
• Process design, mapping & installation

Interested? Get in touch.

Why not take a chance and 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.

    Book a free demoReceive more information
    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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