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Client Records

Search, Add, Update

The client hub allows you to search existing clients and add new ones quickly with a minimal amount of information.

Once a client has been created you can add further information as it becomes available, including their employment details, work history, and earnings.

You can also add your client’s health and medical information to whatever degree of detail is required and create custom fields specific to your firm.

Connect, Control, Customise

Client records can be individuals, couples, businesses, or even trusts and you can create links between different client entities to reflect their connections to each other.

This allows you to build an ecosystem of relationships between your clients and any associated businesses and trusts.

You control which users can view particular client’s records and tags for easy indexing, searching, and reporting.

Next Steps

Why PlanHappy is here...

We’ve lived your day-to-day. We’ve experienced your challenges. And we’re certain we’ve shared your same frustrations navigating the various back-office systems on the market. So, as the old saying goes if you want something doing right, you do it yourself. And that’s exactly what we did!

PlanHappy is proudly designed by Financial Planners, for Financial Planners.

Read about our story and how we came to be.

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