Advantages Of Harmony

Comfortable and User Friendly: 

As a software solution, Harmony is easy to use, comfortable to navigate through and visually appealing. The interface mimics an “Explorer” (or browser-like) setting and allows the user to navigate back and forth effortlessly, drill-down on various figures, make necessary changes, etc. Since users can navigate as they would on a web-page, we are confident that anyone will be able to use the system with the utmost of ease. However, we also recognize that in some cases additional training may be necessary and we are always more than willing to provide instruction to our clients. 

Save Time and Avoid Discrepancies: 

One of the most unique features Harmony boasts is its unique drill-down capability. This means that you can drill down on any number generated in any report and the system will provide an analytical report showing how the figure in question was derived. This eliminates the chance for possible discrepancies that would compromise the integrity of your data. Every figure is accounted for and you will save considerable amounts of time by not having to back-track and locate miscalculations. 

Built-In Fund Accounting Software: 

Our Fund Accounting module enables GL entries to be created automatically as you perform your daily activities in the front office. There are no batch files to run and no additional steps to take. As you manage your portfolios, the system will take care of the Fund Accounting for you. To that end, Harmony provides all fundamental reports necessary such as Balance Sheets, Trial Balance reports, Net Asset Value (NAV) reports, Security Sub-ledgers, etc. 

Easily Accessible and Safe: 

The system has been implemented as an Application Service Provider (ASP) and as such can be accessed remotely. We host the software in our state of the art facilities, eliminating any hardware maintenance concerns. Users can log into the server from any PC in the world with Internet access and be able to use the system. Further, we provide routine backups and disaster recovery plans for you. 

Tailored to Your Needs: 

Our promise of custom programming ensures that the system is tailored to your specific needs and requirements. A portfolio management system must satisfy the expectations of the firm so that performance is strengthened and portfolios grow. Harmony is built to adapt to the specific requirements your firm has today and continues to evolve with the needs of your business as time goes on. Customization requests received both before conversion and after implementation will always be considered. 

Best-in-Class Support and System Serviceability: 

We believe in providing excellent quality service that is second to none - it is paramount in the way we choose to operate. We stand by our product and strive to exceed the expectations of each of our clients. In order to give our clients the attention they deserve and the support they require, we have a team of experienced and dedicated professionals who are always ready to assist clients promptly and efficiently. Please view our Guiding Principles of Client Service and Support in more detail here.