The PlanHappy Portal is a web-based system, accessible from any location on any device.
Desktop access is supported for both Mac and PC and works with all mainstream internet browsers, with the content automatically adapting to your window size and aspect ratio.
You can access the full functionality of the portal via your mobile or tablet and it is compatible with both IOS and Android.
Your clients can also login to their Client Portal from any device, with mobile being the most popular choice.
One of the advantages of this is the ability to photograph documents and then upload them to their Client Portal, directly from their camera roll, helping you get the information you need quickly and securely.
Robust data security, including multiple secure servers and two-factor user authentication ensures that your data is kept safe from unauthorised access. And User Audit Logs give you oversight of all authorised user log-ins and performed actions.
Unlike most other back-office systems, there’s no need for various intro calls and forms simply to get a demo, let alone the mountains of paperwork and onboarding sessions that follow.
You’re ready to go as soon as you sign-up. Plus, there’s no lengthy contracts to sign. Easy in, easy out. That suits us, and you!
