ABOUT US
OUR STORY
Infinite Investment Systems has been servicing investment management firms across Canada since 2004, when our portfolio management system Harmony was launched. Our goal is to provide our clients with comprehensive solutions paired with a superior level of service and support. The extensive experience of our dynamic team in both the financial industry and software engineering, ensures that our clients are well-served by both our technology solutions and by our service.
Our focus on the Canadian investment management industry means that our products regularly evolve to meet new Canadian regulatory and industry mandates. We are committed to keeping our clients ahead of potential operational pitfalls and limitations. Importantly, we work with each of our clients to ensure that our solutions accommodate and are in line with business growth and evolving needs and requirements.
OUR PRODUCTS
Harmony, our flagship solution, is an ideal choice for fund managers, segregated account managers, institutional managers, family offices, and virtually any type of investment management firm looking to streamline operations and increase efficiencies. Harmony is highly customizable and we ensure the system is tailored to your specific needs, allowing you to get the most from the system.
Additional products to support your business are the Harmony Client Portal and Melody CRM. Each of these offerings expands the functionality of Harmony and offers new tools and functionality to support our clients in even more ways.
Our enterprise solution, Data Platform, is a foundational platform which can offer larger institutions more control over their data. As data experts, we are confident that our Data Platform will allow quick and immediate solutions and returns without the efforts of moving from one BoR system to another.
Above all, we approach each of our clients as partners and not with a traditional vendor-client relationship. We are driven to exceed expectations from the initial introduction to the system through to the day-to-day experience you will have as a user.
Contact us to learn more about how we can bring Harmony to your firm and to tell you more about what it means to partner with us.
CLIENT KUDOS
“Being the premier client of Infinite Systems, Barrantagh Investment Management Inc. was quick to recognize the potential capabilities of the Harmony software package. Our service mandate provides the highest standards in portfolio management and customization for each of our clients and their needs. Utilizing Harmony has enhanced our ability to meet and exceed client requirements and reporting protocols. Harmony has been able to assist Barrantagh in providing accuracy, clarity and transparency to the many aspects of comprehensive portfolio management. As well, Harmony's flexibility and continuous upgrades assures continuity in our growth.”
Wally Kusters, President and CEO
Barrantagh Investment Management
“‘Game-changing’ and ‘partnership’. Those are the two words that best describe what the Harmony software system and the amazing team at Infinite have done for our business. Not only has the system made our firm’s tasks so much simpler and more efficient, but the wonderful group at Infinite, with their insight and understanding of our needs, have truly become vital partners in our business.”
Tim Frantz, President
Bush Associates Ltd.
“Infinite Investment Systems has been a trusted partner of EdgePoint’s since our launch. As a start up, it was critical that we selected a partner that could help us get off the ground and provide us with ongoing support. The team at Infinite has always demonstrated that they value our business and that we have a voice. Our suggestions for improvements are always welcomed. What we’re most impressed with is how Harmony has evolved over the years and has become such a robust system. We certainly feel that we get value for what we pay.”
Diane Rossi, Partner
EdgePoint Wealth Management Inc.
“We wanted a solution that integrated our operations and administration while allowing us the flexibility to implement and customize as needed to meet our unique business requirements. In addition, the solution had to be intuitive, scalable and cost effective. The Harmony product helped us to unify our operations, realize process efficiencies and improve the quality of our client reporting. While implementing Harmony, we found that all levels of the IIS staff were responsive and dedicated – particularly during periods with critical deadlines. Since implementation, the IIS team has demonstrated their continued commitment to a productive partnership with our firm.”
Jennifer Wood, Director of Operations
Cypress Capital Management
“We partnered with Infinite Systems in 2015; I only wish it was a decision we made sooner! The quality and intuitiveness of their system is excellent. It has enabled us to provide high standards of portfolio management as well as enhancing our clients customized servicing and reporting requirements. In addition to their knowledge and professionalism the entire team at Infinite understand and deliver exceptional service. They respond quickly to any issue and continually look for ways to enhance their system. We look forward to continuing this partnership for many years.”
Paul W. Meyer, Founding Partner and Managing Director
Ridgewood Capital Asset Management
“In searching for a new investment management system, we were aiming to find an integrated product that could deliver both top-industry quality client reporting and analytics, as well as excellent client services and support. Having recently completed the conversion project and now fully launched onto the Harmony platform, we can say confidently that this system has not only met but most often exceeded our expectations in terms of experience and product quality. Harmony has enhanced our ability to provide accurate and sophisticated performance reporting for our clients while increasing our efficiency. The company’s dedicated client services team has made it possible to meet our goals especially at times of ‘hiccups’ during the system conversion process. It has been a pleasure working with Infinite Investment Systems and we look forward to continuing the great partnership in the future.”
Julian Smith, President and CEO
BULLWEALTH
“System conversions can be scary and difficult but the team at Infinite provided the pro-active support and service I expected to ensure our transition was as seamless as possible. The user interface is very intuitive and along with the hands-on training we received, allowed us to adapt to their system immediately. Harmony has made our processes more efficient, improved the quality of our client reporting and has allowed our staff and portfolio managers to focus on what they do best. Infinite is honest and fair and is a partner I can always count on.”
Adam Beach, VP, CCO & Operations Manager
Evans Investment Counsel
“Our company researched a number of service providers in advance of selecting Infinite in 2013. Since the onset of our relationship, they have become a trusted partner and an integral component of our operations and success. We certainly enjoy working with their team and would have no hesitation recommending their services based on our experiences.”
Brinsley L. Saleken, Chief Compliance Officer
Macdonald, Shymko & Company
“The Harmony System provides us with the portfolio management tools needed to meet our client’s objectives. It’s functionality, integrity and reliability is second to none. Training users is easy due to the systems built in modules and drop down menus and navigating through the program is fast and efficient. Infinite Investment Systems has worked along side us to develop customized reporting to meet our client’s needs. Above all else, the staff at Infinite adheres to the highest standards of customer service and each question is met in a knowledgeable and professional way. We believe Harmony is the best portfolio management system on the market today.”
Bob Sewell, President and CEO
Bellwether Investment Management Inc.
"We know the extra effort that the team put in to make this project work which reinforces our decision to go with Infinite. We look forward to a long term working partnership.”
Gerald R. Connor, Chairman and CEO
Cumberland Private Wealth Management
