PlanHappy, designed by Financial Planners for Financial Planners, offers a potential ‘all-in-one’ cloud-based solution to streamline workflows, elevate client engagement and assist advisers to deliver exceptional service as well as growing their business.

From client management to insightful reporting, secure client portals, purpose-built training and one-to-one coaching, PlanHappy equips advisers with all the tools they need to navigate the complexities of financial planning for their clients.