Enter important financial information seamlessly, live with your clients. Say goodbye to 30-page paper based fact finds.
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.
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!
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.
Director & Financial Planner, Your Money Manager