Dramatically cut down the time it takes to prepare SOAs and more with button-click document generation. Forget Word and PDF, create interactive web-based documents that you can easily share and update live.
The strategy system you've always wanted. From retirement planning to debt recycling and more, you can quickly produce highly accurate projections and instantly convert them to SOAs.
Effortlessly manage clients from different practices in a single system. Say goodbye to countless systems and processes for different planners.
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