HARLEDA

BUILT BY A BROKER. SHAPED BY THE WORK.

HARLEDA.
A practical beginning.
A connected future.

Software shaped around the day-to-day realities of finance broking. Discover the desktop application where it began, and the connected platform that grew from it.

Find your HARLEDA experience ↓
ONE BRAND. TWO DISTINCT PRODUCTS.Our story ↓

01 / EXPLORE HARLEDA

Built around broking.
Choose your experience.

Two products with their own focus. Explore the tools that fit the way you work.

THE CONNECTED BROKING JOURNEY

PILOT OPEN

HARLEDA Platform

Bring the work around a finance application into one connected platform—from the referral and first conversation through to documents and signing.

Genuine HARLEDA Platform Broker Home demonstration dashboard
  • CRM, Kanban and referral partners
  • Messaging, applications and client budgets
  • Document requests and HARLEDA Sign
Explore Platform ↗Apply for the pilot ↗

THE DESKTOP FINANCE APPLICATION

WINDOWS & MAC

HARLEDA Desktop

A focused desktop application for gathering client details, working through income and expenses, and preparing branded budgets and invoices.

Genuine HARLEDA Desktop income and expenditure screen using fictional demonstration figures
  • Guided finance application intake
  • Income tools and monthly cashflow
  • Excel Client Budget and invoice tools
Explore Desktop ↗Book a walkthrough ↗

Desktop app only. Not currently available on phones or tablets.

Genuine product screens. Fictional demonstration data. Platform and Desktop are separate products.

02 / OUR STORY

It began
on the desktop.

Practical tools first.
A bigger question followed.

HARLEDA began as a desktop finance application. Built by finance broker Ram Aruna, it focused on the work close to the desk: gathering client details, calculating income and preparing branded client documents.

That practical starting point led to a bigger question: why should one client journey need so many separate systems?

A CRM to manage opportunities. Another tool for referral partner conversations. Another for document requests. Another for signing. Each serves a purpose, but moving between them can mean entering the same information more than once, spending more time on administration and paying for multiple subscriptions.

HARLEDA Platform grew from the idea of bringing those everyday workflows together, with clearer communication and fewer disconnected steps.

Today, HARLEDA Desktop and HARLEDA Platform each have their own focus, guided by the same purpose: building practical software around the work brokers actually do.

Built by a broker. Shaped by the day-to-day realities of broking.

Meet the thinking behind Platform ↗

THE NEXT CHAPTER

See where HARLEDA
fits your work.

Explore the connected platform or take a closer look at the desktop application.

Discover Platform ↗Discover Desktop ↗