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Company News
Recent Client Testimonial – Excel Funds Management Inc.
Infinite Investment Systems Ltd. is pleased to have the support of one of our valued clients, Excel Funds Management Inc., who recently expressed the following:
“What makes Infinite Investment Systems so great are the people. The Infinite team is always available to answer questions and get you through whatever you’re trying to accomplish. Their Harmony system is very user friendly. A big plus is its adaptability; we were able to modify it to suit our particular needs. Our investment team can quickly retrieve all the portfolio information they need in order to make informed decisions.”
Paul Mesburis, Senior Portfolio Manager
Did you Know – New Rate for SEC Fee
Effective April 1, 2012, the SEC Section 31 transaction fee rate was changed: www.sec.gov/news/press/2012/2012-35.htm
Remember to update your rate in Harmony via the “Options” page, “Trading” tab. All Harmony users should ensure that they update their systems with this pertinent change.
New System Enhancement – American-style (FIFO) Realized Gain/Loss Report
In late 2011, Harmony was enhanced with the inclusion of a single report which calculates realized gains and losses according to the American (FIFO) style. Harmony users can now more easily report gains and losses for their US clients using the appropriate US methodologies.
 Infinite Investment Systems Partners with O-PMO (March 2012)
Infinite Investments Systems is happy to announce that it has partnered with O-PMO, a Toronto-based project management consulting firm, to help our newer clients with the implementation of and transition to the Harmony platform. The services offered by O-PMO can help accelerate the integration of Harmony into your firm’s day-to-day business practices. With experience in project management consulting and a rich knowledge of the system (Harmony), O-PMO brings a methodology that is well-developed, unique and simple. Coupled with the talented technicians of the Infinite implementation team, the project professionals at O-PMO bring a wide range of expertise in front, middle and back office operations and experience in asset management administration making them an ideal partner for Infinite Investment Systems.
Leon Frazer and Associates Signs on with Infinite (January, 2012)
Infinite Investment Systems Ltd., provider of the portfolio management solution Harmony, has entered into a long-term agreement with Leon Frazer and Associates to be its exclusive portfolio management system provider. With this agreement, Infinite Investment Systems Ltd. is proud to have the recognition of one of the longest-serving investment management firms in Canada.
Ali Zahedi, Managing Director of Infinite Investment Systems Ltd. had the following to say about the agreement, “Leon Frazer and Associates’ decision to use Harmony as their exclusive portfolio management system is another vote of confidence in the quality of our system and the service we are able to provide.” He added, “We are thrilled to be working with a company that has such a rich history in the investment management business and look forward to a relationship that will be mutually beneficial.”
Leon Frazer company information (source: www.leonfrazer.com)
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Over 70 years of investment expertise (Established in 1939 as one of the first investment
counseling firms in Canada).
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Proven record of inflation protection through capital appreciation & growing dividend income.
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16 investment professionals with an average of 27 years industry experience.
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Offices in Toronto and Vancouver
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$1.8 billion in assets under management, as at December 31, 2011.
System Upgrade - New ‘Proxy Voting’ Module (December 2011)
Infinite Investment Systems Ltd. is happy to announce that Harmony users will now all have access to the new ‘Proxy Voting’ module. This system enhancement is available to all new or existing Harmony users at no additional charge. With this new module, Harmony users now have the ability to record all proxy voting related decisions including: the proposal being voted on, how the vote was cast, management recommendation, etc.
Elaborating on the need for a module like this, VP System Development, Justin O’Leary said that the new module would enable portfolio managers to further improve the ability to manage all facets of an investor’s portfolio. Justin said, “The implementation of the ‘Proxy Voting’ module further extends the numerous capabilities Harmony already brings. Harmony is not a static software solution; we are constantly working on ways to improve the functionalities our system brings. We recognize the value that our new ‘Proxy Voting’ module would have for our existing users and those considering a new portfolio management system.”
Whether you are an existing Infinite Investment Systems client or someone looking for a portfolio management system, please contact us for more information about the new proxy voting enhancement.
Infinite Investment Systems Ltd. is Relocating to the Toronto Dominion Centre (November, 2011)
Effective November 25, 2011 Infinite Investment Systems Ltd. has relocated to:
77 King Street West, Suite 3108
Royal Trust Tower, TD Centre
Toronto, Ontario
M5K 1J5
P.O. Box 266
For the previous five years, Infinite Investment Systems Ltd. operated from the Royal Bank Plaza at 200 Bay St. While the move is small geographically (across the block), this new expanded facility supports the steady growth the company has experienced since 2004.
Infinite Investment Systems Ltd. Welcomes Mike Zegers to the Team (November 2011)
Infinite Investment Systems Ltd. is happy to announce its newest team member, Mike Zegers. Mike will serve in the capacity of VP Sales and Marketing and brings experience in the financial services industry and a strong sales background to the role.
Matrix Funds Renews and Extends its Commitment with Infinite (October 2011)
Infinite Investment Systems Ltd. is proud to announce that it has entered into a long-term agreement with Matrix Asset Management Inc. as its portfolio management systems provider. With AUM of approximately $2.3 billion, Matrix Asset Management Inc. is one of the leading asset and wealth management firms in Canada. Prior to expanding their relationship, Matrix Asset Management Inc. operated on Harmony (Infinite Investment Systems’ portfolio management software) in their Matrix Funds business line since 2006. Now, this expanded relationship includes their subsidiaries, Seamark Asset Management and GrowthWorks, allowing Infinite to be their exclusive portfolio management system provider.
Ali Zahedi, Managing Director of Infinite Investment Systems, views this renewed commitment as a significant step for Infinite. “The decision made by Matrix to not only renew its partnership with us, but to expand and extend this relationship is a testament to the strength of our product and the growing confidence clients have in the service we provide. We are extremely happy Matrix has taken this step to expand its relationship with us.”
Infinite Investment Systems Ltd. is happy to have the recognition of one of the leading firms in the industry and looks forward to working in partnership with Matrix for years to come.
System Upgrade – New CRM Module Enhancements
Infinite Investment Systems is happy to announce that Harmony’s CRM capabilities have been expanded with three key enhancements to its already comprehensive CRM module. With this upgrade Infinite has added a contacts management system, global messaging capabilities and client document management functionality. Giving Harmony users greater control over and more capabilities with their client data strengthens the overall performance of the system and demonstrates Infinite’s commitment to always move towards improvement and increased functionality.
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