Key Feature Videos


How does the Document feature work in planhappy? Documents can be scanned directly by dragging and dropping into system, link to clients and are fully searchable. No more using multiple systems to look at documents related to clients, all documents are at your fingertips.


Notes are hugely important in the financial advisory business. You can create as many different forms and note types as needed for your business. Note templates can be attached to tasks, you can print them and merge them, so your business processes become seamless. The system is customisable to suit your needs.

Privacy Preferences
When you visit our website, it may store information through your browser from specific services, usually in form of cookies. Here you can change your privacy preferences. Please note that blocking some types of cookies may impact your experience on our website and the services we offer.

Please keep me up to date

    I am interested in:

    By using this form you agree with the storage and handling of your data by this website.

    Free Trial Request