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Overview

Advantages

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Portfolio Reporting

Performance

Fund Accounting

Trading Blotter

Compliance

Reconciliation

Mgt. Fees & Invoicing

Corporate Actions

Cash Management

Report Chaining

Customizations

CRM

Security Restrictions

Import / Export

Web Access

Customizations

At Infinite Investment Systems Ltd., we understand that Harmony cannot be provided as off-the-shelf software. Instead, it needs to be customized and tailored to each firm's specific needs. A "cookie-cutter" approach to meet your portfolio management system requirements would be less than beneficial as each firm or investment manager has a specific set of needs.

When converting to Harmony, we take a comprehensive approach to match the requirements of your firm to the full capabilities of the system. Where provisions need to be made and customizations prove necessary we will work to produce and implement those requirements for your firm.

Our customizations extend to Harmony’s reporting capabilities as well. We take great pride in our development power and we are willing to provide custom reporting in a timely and efficient manner. We are always open to hear what our clients require, and where custom reporting is needed, we can surely provide.

Our approach is made complete when we are sure your firm has what it needs so that it can operate as efficiently as possible. Customizing the program to suit your firm’s needs allows you to have the full advantages of what Harmony can offer.