CLIENT PORTALS SUPPLIER/SOFTWARE: PlanHappy

PlanHappy’s client portal included for FREE within their ‘all-in-one’ PlanHappy Software solution, fostering secure communication, data transparency, and enhanced client engagement. Designed for seamless accessibility and intuitive functionality, the portal empowers clients to actively participate in their financial journey, building trust and strengthening relationships with their advisers.

Advisers can login for FREE to access our detailed analysis, key functionality and supplier contact details.

HIGH-LEVEL FUNCTIONALITY

This content is restricted

KEY FUNCTIONALITY

This content is restricted to organisations that participate in our wider services – if you would like to learn how you can get access to this please contact AdviserSoftware.com on 020 3740 0000 or [email protected].

NUMBER OF FIRMS, USERS & KEY ACCOUNTS

May be available on request

OTHER PRACTICE AREAS: