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