The Plan Happy Portal gives you with the tools to build your own Centralised Investment Solutions for use in your advice and investment recommendations.
You can specify a range of portfolios and funds to connect to the integrated Investment Risk Profiling Questionnaire, allowing default investment recommendations to be automatically suggested based on your client’s attitude to risk and investment term.
The Centralised Investment Solution feature also provides you with everything you need to set appropriate levels of control around investment recommendations. You can offer managed solutions for your advisers to select from, whilst enabling bespoke levels of flexibility where required.
This allows your team to benefit from focussed and compliant research and analysis all the while reducing the regulatory and compliance risks to your business.
If you’re looking to switch to PlanHappy from your current back office system, our data import tools make it easy to migrate your client records and data.
We can import data from any existing back office software system or build custom imports for unique data formats.
If you currently manage your existing data on a spreadsheet, we can even import that to!
