PlanHappy Financial Adviser Software

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Financial Adviser Software – PlanHappy

The PlanHappy End-to-End financial adviser software solution is a fully integrated single data entry system that’s been designed for financial advisers by financial advisers.

From enquiry right through to pension planning, cashflow and reporting, o/penPlanHappy has everything you need to run a successful financial adviser business.

> If you find managing data for your financial adviser business across multiple software systems a pain,

> If you’re sick of wasting time bashing the same client data into multiple different systems,

> and if managing multiple subscriptions is costly

Then you need the PlanHappy financial adviser software solution, designed specifically for IFA businesses and covering everything you need to make your business a success in one integrated solution.

With seamless performance and single data entry, you can get on with doing the important things.

All you need to do is put the client data in once and it’ll cascade throughout

through the tasks
through the notes
through the cashflow modelling
through the revenue
through the enquiries
through the Gabriel reports
and much more

PlanHappy IFA software means there’s no more plugging client data from on system to another or trying to get bits of software to work together and ending up with a difficult clunky system.

combining the best of them all, PlanHappy adviser software integrates them into one solution that’s been designed by a financial adviser who understands what it’s like to run an IFA business.

So, you can be sure everything you need is included.

All you need to do is choose the modules that suit your business and they’ll work seamlessly together, saving you hassle, time and money.

But don’t take our word for it, sign up for a free trial and see for yourself.

The End-to-End software solution for financial advisers by financial advisers


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