Solution introduction
Built by financial advisers for financial advisers
PlanHappy includes a range of features especially suited to running a seamless financial services team
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 data across multiple software systems and trying to make something work that’s not quite designed for what you need.
- 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
