Book Coaching Session
Book Sales Enquiry
Book Software Demo
PlanHappy
Simple & Straightforward Pricing
No long-term commitments - Easy in, Easy out.
PlanHappy Software
| Free | Pro - £100 p/m, per user | |
| Case Management > Client Records |
-
|
-
|
| Case Management > Onboarding |
-
|
-
|
| Case Management > Questionnaires |
-
|
|
| Case Management > Income & Expenditure |
-
|
-
|
| Case Management > Policy Details |
-
|
-
|
| Case Management > Policy Discovery |
-
|
-
|
| Case Management > Questions & Answers |
-
|
-
|
| Case Management > Documents |
-
|
-
|
| Case Management > Notes |
-
|
-
|
| Case Management > Recommendations |
-
|
-
|
| Case Management > Case Reports (Storyboard & Case Summary) |
-
|
-
|
| Client Relationship Management > Leads & Enquiries |
-
|
-
|
| Client Relationship Management > Opportunities |
-
|
-
|
| Client Relationship Management > New Business Processing |
-
|
-
|
| Client Relationship Management > Client Portal |
-
|
-
|
| Client Relationship Management > Discovery Updates |
-
|
-
|
| Client Relationship Management > Secure Messaging |
-
|
-
|
| Client Relationship Management > Automated Communications |
-
|
-
|
| Lifestyle Financial Planning > Coaching Scans |
-
|
-
|
| Lifestyle Financial Planning > Lifestyle Objectives |
-
|
-
|
| Lifestyle Financial Planning > LFP Client Reports |
-
|
-
|
| Research & Analysis Tools > Product Switch Analysis |
5 p/m
|
-
|
| Practice Management > Marketing Campaigns |
-
|
-
|
| Practice Management > System Customisation |
-
|
-
|
| Practice Management > Teams, Groups & Roles |
-
|
-
|
| Practice Management > Tasks & Threads |
-
|
-
|
| Practice Management > Process Automation |
-
|
-
|
| Practice Management > Forms |
-
|
-
|
| Practice Management > Calendar & Events |
-
|
-
|
| Practice Management > Report Builder |
-
|
-
|
| Practice Management > Sales Pipeline |
-
|
-
|
| Practice Management > Workflow Dashboards |
-
|
-
|
| Back Office > New Business Register |
-
|
-
|
| Back Office > Revenue Recording & Reconciliation |
-
|
-
|
| Back Office > Invoicing & Credit Control |
-
|
-
|
| Back Office > Adviser Payments & Payaways |
-
|
-
|
| Back Office > Valuation Data Feeds |
-
|
-
|
| Back Office > Regulatory Reporting (RMAR) |
-
|
-
|
| Investment Management > Funds & Portfolios |
-
|
-
|
| Investment Management > Investment Risk Questionnaires |
-
|
-
|
| Investment Management > Centralised Investment Solutions |
-
|
-
|
| Training & Development > CPD Management |
-
|
-
|
| Support > Account Management |
-
|
-
|
| Support > Installation & Training |
-
|
-
|
| Support > Data Import & Export |
-
|
-
|
| Support > Data Security |
-
|
-
|
| Support > Support (Support Call, How-to guides) |
-
|
-
|
| Support > Accessibility (Mobile/tablet/desktop) |
-
|
-
|
PlanHappy Services
| PlanHappy Guru Services - £50 + VAT per 30 minute session |
| Software Setup & Customisation |
| Data Import |
| Process & Workflow Automation |
| Software Training |
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 (6 hours CPD) | Free Preview Available | £90 | £295 |
| Going On Your Own (4 hours CPD) | Free Course | - | - |
PlanHappy One-to-One Coaching
| PlanHappy One-to-One Coaching - £75 + VAT per 30 minute session |
| One-to-One coaching via video call with Neil to help you identify where you are now, where you want to be, and give you the tools you need to unlock the next stage. |
