sophisticated

The Harness offering also has two other components, serving as a marketplace for discovery of advisors and services and consumer financial insight tools. In order to fill that need, Harness partnered with experienced tax advisors who in most cases already had a significant roster of clients. So when those advisors partnered with Harness, many of those clients became clients of Harness as well. Put simply, the new platform “powers the collaboration between tax advisors and their clients,” the company said. About 75% of Harness’ clients come through advisors that join the platform.