Harmony, our flagship SaaS solution, is an ideal choice for fund managers, segregated account managers, institutional managers, family offices, and virtually any type of investment management firm looking to streamline operations and increase efficiencies
Harmony is a highly customizable portfolio management system which offers core valuation and accounting capabilities combined with Compliance, Fee/Billing, Performance, Reporting, Trading and CRM functionalities. We ensure the system is tailored to your specific needs, allowing you to get the most from the system and have an implementation team that has well over 100 years of combined industry experience. Harmony is built to be a completely independent investment book of record, so that clients retain control of their data and empower their business.