Financial Planner

Everything you need to run your financial planning practice

Collect information live with your clients

Enter important financial information seamlessly, live with your clients. Say goodbye to 30-page paper based fact finds.

Keep accurate data with live data feeds

No more manual balance updates. From managed funds to investment properties, the client information you enter will be kept up to date automatically with live data feeds.

Automate your compliance

Eliminate mistakes and save countless hours of administration with automatic file notes, fee disclosure statements and opt in forms. Even your client emails are recorded automatically for future reference!

What people are saying

I have been involved in the early testing and development of Harmonee and am looking forward to using this exciting new software solution once it is fully operational. After having used multiple financial planning software platforms over the years, I almost came to accept the frustrating and time-consuming products on offer.

In hearing what Harmonee was looking to accomplish for financial planners, and in testing the early versions myself, I have seen what I believe will be a game-changing product solution for our industry. The layout and navigation, fully electronic functionality and the fact it is being designed by financial planners for financial planners means it will become a valuable tool for me in growing my business.

Joe Virgona

Director & Financial Planner, Your Money Manager

Ready to run a better business?

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