Overview

Harmony is a fully integrated software solution for portfolio management firms. As a complete, end-to-end system, it harmonizes the many aspects required to run and administer a successful investment management firm.

Harmony combines core portfolio valuation functionalities with:

• Performance (Portfolio level down to security)

• Fund Accounting

• Trading algorithms and order management

• Pre-trade and post-trade compliance

• What-if analysis and modeling

• Reporting, report automation and report packaging

• CRM and Microsoft Outlook integration

• Management fees and invoicing

• Custodial reconciliation and connectivity

Harmony works as a complete, integrated package, saving your firm time and money, while reducing your margin of error. It provides over 400 informative, analytical and descriptive reports and since we pride ourselves on efficient and effective development, we are confident in promising custom reports in addition to the existing catalogue in a timely fashion.

Harmony Portfolio Management System  Brochure (PDF)

Please see the many advantages Harmony will offer your firm by clicking on the ‘Advantages’ subheading on the left side of the page and by exploring each of the various functionalities Harmony provides.