Packages & Pricing

The PlanHappy Portal is a Case Management and Practice Management system for financial advisers and financial planners.

It provides all the functionality that you need to manage your clients, cases and your practice and best of all – the Case Manager package is FREE!

Case Manager
Practice Manager
Dashboard
Client Records
Calendar
Documents
Quick Notes
Quick Tasks
Policies
Recommendations
Revenue Recording
Custom Reports ✓ - With 'Save Template'
Revenue Reconciliation ✓ - Manual ✓ - Automatic
Workflows ✓ - With Custom Templates
Client Portal - Secure Messaging
Client Portal - Documents
Client Portal - Client Information
Task Templates ✓ - Max 5 ✓ - Unlimited
Note Templates ✓ - Max 5 ✓ - Unlimited
Communication Templates ✓ - Max 5 ✓ - Unlimited
Event Templates ✓ - Max 5 ✓ - Unlimited
Support ✓ - Message Board ✓ - Helpdesk
Client Portal - Tasks/Things to do
Automatic Policy Valuations
Teams, Groups & Roles
Gabriel Report
Base Licence FREE £297pm
User licences included Unlimited 6
Additional User Licences FREE £47pm each
Availability....(Coming Soon) Register Interest Register Interest