Advisor workflow

Start with the facts.
Build the plan.

PlanScore V2 begins with a surfaced client profile, then gives advisors two default ways to work: talk it through with Harmony or use the plan builder. Every path lands in the same reviewed proposal and plan PDFs.

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Harmony
Your PlanScore planning partner
Ready

Hi, I'm Harmony. Start with the client profile, then choose how you want to build.

Client profile
Primary ageFiling statusBusiness ownerAnnual income
Talk it through
Advisor-led conversation
Use the plan builder
Guided builder
Client or household name
Two ways in

Choose the working mode that fits the client

The default product surface is intentionally simple: start from the client profile, then use conversation or the manual builder. Advanced capture modes stay out of the default flow.

Talk it through

Start from notes, a quick narrative, or a live conversation with Harmony. It asks for missing client facts and drafts observations for your review.

Advisor-led conversation

Use the plan builder

Move through the client profile, planning categories, proposal, and PDF review with the full structure visible from the start.

Guided builder
Trust by design

Simple for the advisor, controlled for compliance

The default workflow keeps the advisor in control while giving Harmony enough structure to be useful.

Client facts stay private

Facts live in your secure workspace and follow the existing advisor-confirmed fact pipeline.

Advisor approval is required

Harmony can draft observations and recommendations, but the advisor chooses what appears in the proposal and plan.

Disclosures stay mandatory

Compliance-critical disclosure pages are part of every generated PDF and cannot be removed from the default deliverable.

Build the first proposal from the profile

Explore Harmony and the builder turning one client profile into a reviewed proposal and financial plan.

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