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Designed By Financial Planners

Software, Training and Business Services for Financial Planners

Everything you need to build your financial planning business – all online and ready to access wherever and whenever you choose…

  • Back office & Practice Management
  • Client Relationship Management
  • Easy in, easy out
  • Simple monthly fee

What’s on offer?

Who’s it for?

Designed and built by Financial Advisers for Financial Advisers

PlanHappy provides all the functionality, services 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.

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