Are you looking for FREE Case Management Software for your financial planning or advice business that will knock your socks off?
If so, then read on…
What is it & What does it do??
The PlanHappy Portal is a Case Management and Practice Management system for Financial Advisers and Financial Planners. It’s been designed by financial planners to ensure it works how you need it to work!
It provides all the functionality that you need to manage your clients, cases and your business – check them out below, and remember, the Case Manager version is FREE!
What do I need?
The PlanHappy Portal is a cloud based system that you can access through the web on your PC, Mac, smartphone or tablet. No software to install, it’s with you wherever you are.

How do you guarantee data security?








Why is it different?
The PlanHappy Portal revolutionises the financial planner software market and solves the key frustrations many users have.




How does it work?
PlanHappy is a cloud based system so you can access it via the web on any device from wherever you are.
You can subscribe to the Case Manager version for free, which provides you with all of the essential functionality that you need to manage your clients financial planning cases.
There are additional services available on a pay as you play basis meaning you only pay for what you use.
Upgrading to the Practice Manager version gives you premium features including workflow automation, regulatory reporting and practice management.