A Pocket Sized INVESTMENT EXPERT Called Harverz

Are you a financial consultant looking to overcome the demands of your profession and excel in your field?

At Financial Alliance, we understand the complexities of managing your clients’ financial lives, which often extend beyond insurance coverage to include investments. With so many investments to choose from, each with its own risks and performance variations, conducting manual research, assessments, and forecasts for individual client needs can be overwhelming.

That’s why we take a people-first approach. To do this, we create specialised systems such as Harverz, which is specifically designed by financial consultants and industry experts to support both consultants and clients. Harverz draws data from over 1,500-unit trusts and is an all-encompassing technological solution that continuously updates and evolves to remain relevant.

Harverz offers an array of powerful functions, including data analysis, performance simulation, returns projection, and more. By leveraging these capabilities, you can enhance your efficiency and success as a financial consultant.

Join Riyaz from the Investment team at Financial Alliance in this episode as he demonstrates the impactful functions of Harverz in action. You’ll also get a brief introduction to the additional features and capabilities that Harverz offers.