Compare a client's existing debt situation with your recommendation and produce powerful and easy to read projections. Your clients will love you for it!
From the most seasoned advisors to first time entrants, you’ll be able to navigate the CRM with ease. From file storage to client financials and file notes, life is simpler with everything in one place.
Harmonee will soon be integrated with popular aggregators so that you can get access to the information you need without ever leaving the system.
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