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 |