Pricing Plans

Our pricing plans are simple with no hidden charges.

Early Adopter rates are available until 30th April 2020. Take advantage of low rates that last the lifetime of your licence.

Simple pricing plans

One Simple Pricing Plan

PlanHappy is an end to end practice management system designed to be used by every team member, so every user gets access to all modules.

  • Master license includes 5 user licences which can be allocated by the firm administrator
  • Additional user licences can be added individually
  • Dedicated Account Manager
  • No exit fees, just a 60-day notice period
  • And much more…

Simple pricing, per month, per user.

What’s the cost?

There’s a simple pricing structure for the all-in-one PlanHappy Software – and we’ve got Early Adopter rates for the lifetime of your licence.

Plus, by joining us now you get to help shape this revolutionary software the way you want it and can be a part of something amazing that’s only growing.

Now’s a fantastic time to come on-board.

STEP 1
Take a Master License

£695
per month

STEP 2
Guided Install

£495
one-off fee

STEP 3

Additional Optional Services

Includes 5 user licenses Your site built Business Process Design
Access to all product features Essential templates installed so that you’re up and running Process Mapping
Additional User Licenses can be added and removed instantly in Settings 4 x 90-minute video call sessions with your dedicated account manager to assist in configuring the software to your business and its processes Process Installation
License Fees are collected automatically by monthly Direct Debit Video Show & Tell guides installed at the point of use PlanHappy Lifestyle Financial Planning; Client Meeting Process, PlanHappy Toolbox and Automated Reports
Master license can be cancelled with just a 60-day notice period & your data will be provided to you within 10 days in electronic format Your existing data imported from media supplied by your existing supplier
For an additional fee, add more licenses if you need them - add, remove and allocate as needed

STEP 1
Take a Master License

£695
per month

Includes 5 user licenses

Access to all product features

Additional User Licenses can be added and removed instantly in Settings

License Fees are collected automatically by monthly Direct Debit

Master license can be cancelled with just a 60-day notice period & your data will be provided to you within 10 days in electronic format

For an additional fee, add more licenses if you need them – add, remove and allocate as needed

STEP 2
Guided Install

£495
one-off fee

Your site built

Essential templates installed so that you’re up and running

4 x 90-minute video call sessions with your dedicated account manager to assist in configuring the software to your business and its processes

Video Show & Tell guides installed at the point of use

Your existing data imported from media supplied by your existing supplier

STEP 3
Additional Optional Services

Business Process Design

Process Mapping

Process Installation

PlanHappy Lifestyle Financial Planning; Client Meeting Process, PlanHappy Toolbox and Automated Reports

Licence fees will automatically increase annually in line with inflation to avoid sudden periodic step changes. All charges subject to VAT.

Features and functionality

What do I get with PlanHappy?

A huge range features to help you run an Independent Financial Advice business the way you want and the chance to help develop something unique that fits your business.

Don’t take our word for it, 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.

Additional services

Business Processes

Strong business processes are key to the smooth running of any business.

PlanHappy will work with you to design, map and install your business processes into PlanHappy so you can streamline your operation.

  • Process Design
  • Process Mapping
  • Process Installation

Maximise your PlanHappy with one of our process design specialists.

PlanHappy Lifestyle Financial Planning

Join the growing band of advisers offering true Lifestyle Financial Planning.

Built over five years and tested on thousands of happy clients it provides those wishing to offer a Lifestyle Financial Planning service with an end to end process, all built into PlanHappy Software. From how to present and sell the Lifestyle Financial Planning Service, through to detailed guidance on how to deliver a great experience and backed up by automated reports to use with your clients.

  • PlanHappy Client Meeting Process
  • PlanHappy Toolbox
  • Automated Reports

Interested? Get in touch.

Why not take a chance and join the other companies who’ve already joined the PlanHappy revolution.  

To see why PlanHappy really will benefit your business, 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.

Get in touch to see how PlanHappy could help you take your financial advice business to the next level.

    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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