CRM

Harmony has a built-in CRM system which enables you to save all necessary account information for all of your many clients. You can set up any type of account and maintain any number of phone numbers, addresses, etc.

The CRM is built with the capacity for you to track communications with your clients, input various client fee structures, define the account inception date, input correct custodial information and much more. Also build into Harmony’s CRM module is a Know Your Client (KYC) functionality that is integrated with the rest of the account information.

Additionally, with Harmony you also have the capability to synchronize your CRM data and client information with Microsoft Outlook. This will save time and make it easier for you to have instant access to clients’ investment reports within the Outlook Contact listing.

Based on the way Harmony is designed, account information is never more than a single click away adding to the efficiency of the CRM module and Harmony as a whole.