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.
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, Melody CRM and Conductor Advisory Dashboard. Each of these offerings expands the functionality of Harmony and offers new tools and functionality to support our clients in even more ways.
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.