Support

Support

With PlanHappy, help is always there when you need it

When you’re running a busy Financial Planning business, reliable software and technical support are essential to delivering a great service to your clients so the PlanHappy Portal has a range of built-in support features to ensure you can do just that.

Direct, Access, Experts

PlanHappy Pro Licence users get access to a named Account Manager. You can book a support call with them directly from the PlanHappy Software, meaning that if you run into a technical issue, help is at hand to get you up and running again quickly.

Our team of experts can help you with software set-up and customisation, team training, custom data imports, or process and automation support and much more.

Have your say in making PlanHappy even better...

We’re always introducing new features to the PlanHappy Software to ensure it’s the best it can be. So, if there’s a feature or integration that is particularly important to you, you can request it in the Feature Requests Forum.

Here your idea can be upvoted by other users. If your suggestion is popular with your peers, we’ll add it to our our PlanHappy Development Roadmap.