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PlanHappy
Simple & Straightforward Pricing
No long-term commitments - Easy in, Easy out.
PlanHappy Software
| Free | Pro - £139+ VAT p/m, per user - Includes Account Management Support | |
| Case Management > Client Records |
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| Case Management > Onboarding |
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| Case Management > Questionnaires |
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| Case Management > Income & Expenditure |
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| Case Management > Policy Details |
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| Case Management > Policy Discovery |
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| Case Management > Questions & Answers |
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| Case Management > Documents |
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| Case Management > Notes |
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| Case Management > Recommendations |
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| Case Management > Case Reports (Storyboard & Case Summary) |
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| Client Relationship Management > Leads & Enquiries |
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| Client Relationship Management > Opportunities |
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| Client Relationship Management > New Business Processing |
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| Client Relationship Management > Client Portal |
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| Client Relationship Management > Discovery Updates |
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| Client Relationship Management > Secure Messaging |
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| Client Relationship Management > Automated Communications |
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| Lifestyle Financial Planning > Coaching Scans |
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| Lifestyle Financial Planning > Lifestyle Objectives |
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| Lifestyle Financial Planning > LFP Client Reports |
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| Research & Analysis Tools > Product Switch Analysis |
5 p/m
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| Practice Management > Marketing Campaigns |
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| Practice Management > System Customisation |
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| Practice Management > Teams, Groups & Roles |
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| Practice Management > Tasks & Threads |
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| Practice Management > Process Automation |
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| Practice Management > Forms |
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| Practice Management > Calendar & Events |
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| Practice Management > Report Builder |
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| Practice Management > Sales Pipeline |
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| Practice Management > Workflow Dashboards |
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| Back Office > New Business Register |
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| Back Office > Revenue Recording & Reconciliation |
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| Back Office > Invoicing & Credit Control |
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| Back Office > Adviser Payments & Payaways |
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| Back Office > Valuation Data Feeds |
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| Back Office > Regulatory Reporting (RMAR) |
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| Investment Management > Funds & Portfolios |
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| Investment Management > Investment Risk Questionnaires |
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| Investment Management > Centralised Investment Solutions |
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| Training & Development > CPD Management |
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| Support > Account Management |
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| Support > Installation & Training |
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| Support > Data Import & Export |
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| Support > Data Security |
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| Support > Support (Support Call, How-to guides) |
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| Support > Accessibility (Mobile/tablet/desktop) |
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PlanHappy Training
| Free | Instalments p/m + VAT | One Time Purchase Price + VAT | |
| Lifestyle Financial Planning Process (40 hours CPD) | Free Preview Available | Starting from £72 | £3,495 |
| Building & Growing Your Financial Planning Business (5 hours CPD) | Free Course | - | - |
| Going On Your Own (4 hours CPD) | Free Course | - | - |
