PlanHappy

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SAY HELLO TO PLANHAPPY The UK’s first and only all-in-one technology solution specifically designed by Financial Planners, for Financial Planners and Advisers. We’ve lived your day-to-day. We’ve experienced your challenges. We’ve shared your same frustrations. So, as the old saying goes…if you want something doing right, do it yourself. And that’s exactly what we did. Along with its built-in business support and training, PlanHappy gives you everything you need to build and grow a successful Financial Planning business. This includes all the back office and practice management tools you would expect. But, as our name suggests, our system is focused on delivering a fantastic planning service that puts a smile on your clients’ faces 😊 Discover PlanHappy's 'Business-in-a-box': https://linktr.ee/planhappy ✔PlanHappy Software - See full feature walkthrough or book a demo (https://planhappy.co.uk/walkthrough-video-and-demo-request/) ✔PlanHappy Training – https://planhappy.co.uk/training-overview/ ✔PlanHappy One-on-One Coaching – https://planhappy.co.uk/training/one-to-one-coaching/ ✔PlanHappy Business Support Services - https://planhappy.co.uk/services-overview/ And, unlike many of the other systems in the market, PlanHappy is ready to use at the time of sign-up. There's no mandatory sales meetings, no unnecessary paperwork and no long onboarding process. As soon as you sign up to PlanHappy, you are ready to go, and our web-based system can be accessed via desktop, tablet or mobile through any browser. Pricing is a simple ‘per user’ monthly subscription, and is easy in, easy out. There’s no tie-in periods or minimum charges. So, get your free trial today - and you can be PlanHappy too. And for all the latest PlanHappy news and insights, be sure to follow us here!

Company Details

Employees
14
Founded
-
Address
The Planning Rooms, Wellington Court,preston Farm,united Kingdom
Industry
Financial Services
Website
planhappy.co.uk
Keywords
Financial Services, IFAs, training, Coaching, Financial Planning, Financial Adviser, financial planners, Back Office Software, FinTech, Lifestyle Financial Planning, CPD Content.
HQ
Stockton on Tees, Cleveland
Competitors
M&G plc, Joslin Rhodes Pension & Retirement Planning, Aberdeen, Barclays, Plan Happy, Alt Labs, Aero Commerce, Hargreaves Lansdown, Razorblue Group, Titan Wealth.
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