Hapnav Ltd

World's first customer-led #openbanking #financialplanning app, HapNav. Empowering one planner to plan for 100 clients simultaneously. #fintech #wealthtech.

[Hapnav Ltd @hapnav]

We're thrilled to be shortlisted in the Investment Life & Pensions Moneyfacts Awards 2022! For Best Use Of Technology.

@envizage_me @MoneyhubApp

https://t.co/PxkIJkEnIT

[Moneyfacts Group Awards Team @FinanceAwards]

The Investment Life & Pensions Moneyfacts Awards finalists in Best Use of Technology in the Investment Life & Pensions Sector are: @DynamicPlanner, @hapnav, @MoneyhubEnterpr, @pensionbee, @SecclTech, SEI, @Time4Advice, @TruePotential_ #ILPAwards

[Robin Powell @RobinJPowell]

Gas and electricity companies are required by law to spell out to customers exactly what they’re paying every month.

It would be interesting to see what would happen if the FCA made fund managers do the same.

@BloomsburyBooks #How2Fund #PersonalFinance https://t.co/G53Dm5xhzS

[Hapnav Ltd @hapnav]

Say goodbye to planning individually and hello to planning groups with #HapNav's #groupplanning feature! Empower your clients, #futureproof your business, and stay ahead of the curve in the #financialplanning industry. Join our tribe of generic financial planners today!

[Hapnav Ltd @hapnav]

Exciting times at HapNav! Our partners, Envizage, are celebrating a milestone at the Asian Fintech Conference this week with esteemed clients, HSBC Hong Kong. Hats off to a textbook collaboration on #HSBCFuturePlanner #innovate #integrate
#HKFTW2023

[Hapnav Ltd @hapnav]

Exciting times at HapNav! Our partners, Envizage, are celebrating a milestone at the Asian Fintech Conference this week with esteemed clients, HSBC Hong Kong. Hats off to a textbook collaboration on #HSBCFuturePlanner #innovate #integrate
#HKFTW2023

[Hapnav Ltd @hapnav]

Check out the latest article in my newsletter: Challenging the Fear Narrative: A Balanced Look at Pension Planning for the Self-Employed https://t.co/PZe7moaBoh via @LinkedIn

[Hapnav Ltd @hapnav]

Check out the latest article in my newsletter: The Cash Flow Modelling Gap: Only 3 in 10 Financial Intermediaries Make the Cut https://t.co/AdQRsAaoDH via @LinkedIn

[Hapnav Ltd @hapnav]

This article looks at the changes made so far, the draft legislation for 2024-25 and the as-yet still unknowns. https://t.co/sZMuqTYuRu

[Hapnav Ltd @hapnav]

From the CISI conference: 'There's amazing tech out there ready to use' https://t.co/B3V8hYbKma

[Hapnav Ltd @hapnav]

Check out the latest article in my newsletter: Unlock the Power of Adding Value: Beyond Post-Boxing https://t.co/kIjtvLZiof via @LinkedIn

[Hapnav Ltd @hapnav]

Planner firm launches open banking-powered app https://t.co/jGZG1mcC3D

[Hapnav Ltd @hapnav]

Say goodbye to planning individually and hello to planning groups with #HapNav's #groupplanning feature! Empower your clients, #futureproof your business, and stay ahead of the curve in the #financialplanning industry. Join our tribe of generic financial planners today!

[Hapnav Ltd @hapnav]

What are the benefits to cash flow modelling? https://t.co/urm0rgBnHT

[Hapnav Ltd @hapnav]

Advisers - is you cash flow planning tool future-proof? Uniquely. HapNav allows you to switch propositions from one-to-one to one-to-many to none-to-many without switching fintech.

[Hapnav Ltd @hapnav]

We are great at replacing shoeboxes and spreadsheets. Is that how you manage your finances? Why not treat yourself - getting a handle on your finances is worth more than £6.99 per month. Check out our free 30-day trial.

[Hapnav Ltd @hapnav]

Robo-adviser and direct-to-consumer platform Exo Investing to shut down UK operations after Abrdn pulls out of deal https://t.co/0q5eumRriV

[Money Marketing @_moneymarketing]

Reassure clients they have enough to meet their needs, so they can focus on personal growth and fulfilling their potential urges Steve Conley, (@WharfWizard) chief executive at the Academy of Life Planning
https://t.co/oE30UUELog

[Hapnav Ltd @hapnav]

See how HapNav helped an adviser go from regulated adviser to six figure non-reg coach in 18 months.

[Hapnav Ltd @hapnav]

Great news for Ben Goss and the team at Dynamic Planner. FPE is looking to take a majority stake in the business, in a deal that will value it at around £27m. The deal is being brokered by DC Advisory, with talks at an advanced stage. https://t.co/DFUrnSCoDt

[Hapnav Ltd @hapnav]

We provide the cash flow planning tools for navigating the cash valleys of a multi-phase life plan @hapnav

[Money Marketing @_moneymarketing]

Consider the shift from three-phase life to a multi-phase life states Steve Conley, (@WharfWizard) chief executive at the Academy of Life Planning
https://t.co/3mPIrbAnWs

[Hapnav Ltd @hapnav]

The secret to planner happiness with HapNav:
Adapt your advice process to HapNav, don’t ask HapNav to adapt itself to your preferred cash flow planning tool. HapNav is for your client, not for you. It is an end-user system.