PlanHappy
HQ Address
The Planning Rooms Wellington Court, Preston Farm, Stockton on Tees, TS18 3TA, United Kingdom
Website Address
Business introduction
Providing financial advisers the tools to deliver excellent service
PlanHappy offers software, tools and training – the vital ingredients you’ll need to run a financial advice business
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 Solutions
PlanHappy
All in-one integrated solution for financial advisers Fed up with using multiple systems and trying to shoehorn our business process into software that wasn’t suitable for our sector, we decided to build our own software system that delivers everything a financial adviser needs. Completely customisable. We’ve all been there – wasting time managing......
