Designed and built by Financial Advisers for Financial Advisers
PlanHappy provides all the functionality and training that you need to manage your clients, cases and your business.
It’s all online ready to access wherever and whenever you choose, to help you develop in your role or develop your business.
Intuitive training and software designed by planners
Whether you are an existing financial planner or want to deliver a great lifestyle financial planning process, you will find everything that you need tailored to how you want to do it.
The Lifestyle Financial Planning Process course gives you an end-to-end client process you can install immediately in your business and includes detailed videos across 280 modules covering enquiry management, objection handling, setting your fees, explaining lifestyle financial planning coaching, delivering reports, and everything you need to provide a fantastic lifestyle financial planning service to your clients.
Back office and practice management software to deliver a fantastic planning service to clients
The PlanHappy Portal allows you to collect and store all your client’s personal data and documents and you can build forms to collect notes, needs and objectives to any level of detail.
With access to all relevant questionnaires that you may need for the client as part of the advice journey, you can also store all client information for policies, assets, pensions, investments, mortgages, income, outgoings etc.
The client portal enables you to share documents with clients and have two-way conversations through secure messaging.
All key essentials are included for analysis, recommendations, and reports including switch analysis reports and projections.
PlanHappy Training provides the materials needed to support you in delivering a great Paraplanning service.
Customisable, intuitive software to build and automate the processes you need for your operation
The PlanHappy Portal is customisable so you can build the workflows, tasks, and reports you need to run an efficient operation.
Systems and controls can be embedded into your processes which can be followed by everyone.
Dashboards allow you to view all tasks in one place giving an overview of workflows.
Custom reports put key data at your fingertips with the flexibility to group your users by team, department, or specialty.
Detailed workflow, automation functionality and audit trails to support the compliance processes and function
Built in conjunction with compliance professionals, the PlanHappy Portal gives you full visibility of ALL activity on a client file in real-time.
You can design the processes that the people in your firm need to complete by building the forms, templates, notes, and requirements for the users in the Portal resulting in compliance automation.
Designed to serve smaller Financial Planning firms
The PlanHappy Training content and materials help you run your business, develop your business, scale your business, and deliver a fantastic financial planning service to your clients.
With the flagship course being the end-to-end, step-by-step Lifestyle Financial Planning Process, giving instructions on HOW to deliver great Lifestyle Financial Planning to your clients, from enquiry through to ongoing reviews, you’ll have a proven and successful road map to follow which can be implemented in your business immediately.
The PlanHappy back office system compliments the Training and provides the software solutions you need to run an effective financial planning firm.
Visibility of all operations, cases and data to support delivering a great service to your clients is at your fingertips in the Portal, with dashboards and intuitive and customisable reports.
Automation and workflow options enable you to install your best practice processes into the system along with custom forms, calendar templates, and communications that can be triggered in your workflow.
Work collaboratively with your Financial Planning clients
Collaborative working with your Financial Planning clients can be achieved through the PlanHappy Portal by ensuring you’re all working on the same system and sharing the same data.
Communication can all happen through the Portal directly with the planners so there’s no need to upload and download documents, ring or email planners and advisers. It’s all in the system and work can be grouped together across multiple firms using the workflows and customisable automation.
Processes can be designed directly in the PlanHappy Portal which can then cascade across the firms you are working with resulting in administrative and paraplanning best practice.
