The majority of new software tools for advisers have looked to specialise on particular areas, so the launch of an end-to-end advice system is rare and notable.
Plan Happy, which is available on android and iOS, has been built by advice company Joslin Rhodes, who was not happy with what established players offer.
Described as an end-to-end fully customisable financial advice software solution, it aims to provide everything a “present day” financial adviser would need to run their business in one integrated solution, highlighting the benefit of having a single point for data entry that populates to all the relevant underlying modules.
The system has an impressive array of features including practice management, business workflow and process automation, training, advice and planning tools, investment solutions, new business, fees and revenue management and estate planning. There is also a very long development road map extending over the next 18 months and beyond.
The Origo Integration Hub will probably be a godsend for Plan Happy as it will make it far easier to access a critical mass of product manufacturers.
Ian McKenna is the founder of FTRC