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Client Relationship Management

Client Portal

Secure, Accessible, Snapshot

The Client portal is a secure area where your clients can view and share information and documents. 

It can be accessed by desktop, tablet or mobile and includes two-factor authentication for added security. 

The Dashboard provides your client with a snapshot of any outstanding requests, as well as details of their existing portfolio, along with live valuation data. 

View, Amend, Store

Existing policies can be viewed and amended, and new policies added as part of an Onboarding or Discovery process. 

Documents can be shared instantly between you and your clients, and upcoming meetings can be viewed alongside your client’s key information. 

Any questionnaires that have been assigned to your client can also be viewed and completed within the Client Portal. 


Next Steps

Need to import existing data?
No problem...

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!

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