The PlanHappy Portal was born of frustration.

Frustration that the existing systems on the market were old, clunky and expensive. Worse – they didn’t actually do what you wanted them to do.

And so PlanHappy was born.

Five years ago, we sat down with a black sheet of paper and asked – If we were starting from scratch, how would we like our software to work for us in our financial planning firm?

And so we began.

First, we wanted it cloud based so it could be accessed from anywhere and on any device. And we meant properly accessible on mobile and tablet.

That meant full functionality, not some scaled down app as an afterthought.

Next, we wanted it to work for how we did things in our firm. But, we also wanted it to work for every other firm in the way that they wanted it to work. And so customisation was at the heart of all development. Nothing is ‘hard wired’ to work in a fixed way. Instead everything is customisable by the user or firm.

We wanted it to be intuitive to users within a financial advice or planning firm – not how someone in the technology industry thinks it should be. So we involved financial planning firms in its design and field tested it with users who are doing the job on the front line. The ones who know what they need their software to do.

And we listened and built it how they wanted it to be built and that’s why one of the most common bits of feedback we get it ‘It’s obvious that it’s been designed by a financial planner who’s actually done the job’.

Over years we’ve built a great team of in house software developers headed by Neil Parker the lead designer and CEO of PlanHappy. This means that we own all of our IP and software technology giving us full control. It takes more time but it’ better than it on top of someone else’s technology and all the limitations that come with that.

In 2019 our sister IFA firm was paying nearly £70,000 a year in software licence fees to one of the established ‘big players’ for our Case Management System. We replaced that with the PlanHappy Portal in it’s first major test. We can’t lie, we were a little anxious, sure that something would go wrong but it went without a hitch and we haven’t looked back.

Since then , its been field tested in ten other unconnected financial advisory firms and has now moved to open beta, giving everyone the chance to be part of the journey.

So where next? We’ve achieved the first milestone of developing a fully functional end to end practice and case management system to rival the existing big players in the market.

But that’s just the first step.

Our aim is to continue to develop and push things into the next stages of evolution…so get signed up, get involved, join the community and we’ll tell you all about it 😊