Save countless hours with everything you need in one financial services solution
Every Harmonee product is packed with benefits:
Access your work anytime, anywhere.
Impress your clients with easy-to-read graphs and projections.
Simulate complex strategies in minutes so that alternative decisions can be easily understood.
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.