The PlanHappy Portal helps you to meet your regulatory reporting obligations, by providing standard format outputs for your RMAR’s and Gabriel returns.
Section B Data can be calculated on a cash or accrual basis, for your specific reporting period, and provides the output in a familiar format.
A full output of the underlying data can be viewed and exported to help identify any underlying data errors or omissions. And once finalised, a hard copy of the report can be produced, as a snapshot for your records.
Section J data is similarly produced using the regulatory classification fields set in the revenue and transaction templates, and the integrated Report Builder can be used to query your underlying records for relevant data points in other sections in your regulatory returns.
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.
