3 different stakeholders can use Harmoney: the financial advisor, the compliance officer and the client. Each and every one of them with specialised functionalities, but all one goal: no more paper work.
For private clients
Get to know your client better. There’s only one good piece of advice and that is the advice that fits your client’s personal situation. It needs to be aligned with personal goals, risk capacity, knowledge and experience. You know exactly what you can and cannot include in your client’s portfolio, even for complex mandates and family holdings. Upgrade quality, quantity and periodicity of customer profile information. Make sure you know your customer.
For corporate clients
Be prepared for corporate structures, identify all ultimate beneficial owners (UBO) and mandates. Use the platform to meet all KYC and AML procedures (risk-based approach). Integrate the product suite specifically for corporate clients. And link private clients to corporate clients for a holistic view of the total wealth.
Stay up to date of ongoing regulatory changes. We monitor them for you and make sure the Harmoney platform is compliant. Use our knowledge to integrate the platform with your specific business needs and processes. We don’t only share our technology, we also offer investment and wealth expertise and customer journey learnings gathered over the last years.
Support on all issues is guaranteed. Business continuity is key for us. We provide live or webinar training to ensure you fully understand all the platform’s new features that can boost your business.