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Back Office

New Business Register

Requirements, Recommendations, Transactions

The Plan Happy Portal records all the data necessary to satisfy the requirements of your New Business Register. 

Information is collected using the intuitive built-in forms, which help you to record your advice recommendations, client decisions and resulting transactions. 

Transaction forms ensure that the correct information is collected for each transaction type. And you can create custom forms, pre-built with your firm’s service packages and default charging structure. 

Detailed, Accurate, Compliant

Transactions are recorded against the client record along with details of any charges and revenue, and all applications can be managed via the New Business dashboard. 

Custom reports can be built to analyse your new business, transaction and revenue data, and naturally, all information is fed through to the integrated RMAR or Gabriel return, ensuring that your regulatory reporting is accurate and compliant. 


Next Steps

No hoops required

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!

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