Skip all the paper work. Perform the full KYC, PEP, UBO and AML checks and be compliant with the broad range of regulatory obligations, including complex family holdings or company structures.
Ongoing client maintenance of investor profiles and portfolios guaranteed. Always have the valid product documents (KIID/PRIIPS) at hand and build custom reporting.
With the client’s permission, aggregate all your financial partners’ accounts and portfolios. Get a true holistic view of all wealth assets and liabilities.
The wealth of data in the investment goal planner empowers you to give your client the best advice and bespoke offers.
Partner success stories
Société Générale Private Banking
It is a pleasure to work with a technology partner that actually knows the industry well and fully understands and solves our company challenges.
With Harmoney we have been able to provide also to our clients a user friendly and time efficient solution for updating all our client profiles according to MiFID II requirements.
As legislation has evolved fast, new Harmoney features are implemented frequently in order to provide future-proofed compliance and free up time for better advising our existing and new clients.