All In One Place

Forget multiple pieces of software and offline processes – manage everything in one place

To run your business, you need access to many different tools. To help you streamline your practice, Harmonee has packed everything you need into one solution.

The following are just a few of the many features Harmonee grants you access to:

  • File notes
  • File storage
  • Tasks and workflows
  • Client identification
  • Client assets, incomes, expenses, liabilities and protection policies
  • Client personal information, including family details, contact information and employment information
  • Client communication and online meetings
  • Client portals and document sharing
  • Document generation and electronic signatures
  • Strategies and projections
  • Product research
  • Insurance needs

Ready to run a better business?

Register to be informed at launch or get in touch for early access!