HARMONY

CLIENT PORTAL

The Harmony Client Portal is a modern solution for delivering service to clients in a world where digital delivery isn’t just a nice to have, it’s an expectation. The Client Portal helps you communicate with your clients online and present them with reporting in a convenient, real-time and interactive environment.
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KEY BENEFITS

Self-Serve Convenience
Clients can access reporting, documents and additional content you provide as they need and when they need them.

Real-Time Delivery
No more waiting for postal delivery – deliver communication and documents to clients at the click of a button.

Seamless Integration
Manage content and access through Harmony with seamless integration. Additionally, leverage our DocuSign® integration to deliver documentation to clients for completion and e-signature.

Your Digital Ecosystem
The portal delivers more than just reporting. Leverage the Harmony Client Portal to deliver additional content to your clients such as videos, newsletters, ad hoc reporting and much more.

FEATURES

Quick View on Accounts

Clients have an at-a-glance view at account balances, holdings and transactions

Report Delivery & Archiving

Clients can access reporting and statements as you make them available

DocuSign® Integration

Clients can complete and sign documents with DocuSign®

Integration with Harmony

A perfect sync with Harmony – control how clients are notified when new content is posted

Data Delivered Your Way

Control how often data is refreshed and what clients see when they log in

Modern, Responsive UI

Conveniently access from any device (desktop, tablet, phone)

CLIENT KUDOS

“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, Director of Operations
EdgePoint Wealth Management

“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

“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

 

“System conversions can be scary and difficult but the team at Infinite provided the pro-active support and service I expected in the Wealth Management industry, 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, Vice President & Chief Compliance Officer
Evans Investment Counsel

 

“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, Managing Director
Barrantagh Investment Management