Infinite Investment Systems Named 2026 5-Star WealthTech Provider by Wealth Professional Canada

Infinite Investment Systems is proud to announce that its portfolio management platform, Harmony, has been recognized as a 5-Star WealthTech Provider by Wealth Professional Canada, highlighting the firm’s continued innovation and impact within the Canadian wealth management industry.

Wealth Professional Canada conducted a comprehensive review of the wealth technology landscape, evaluating providers based on innovation, industry impact, and proven results. Following a rigorous selection process, Infinite Investment Systems was recognized among the technology providers delivering meaningful value to wealth management firms across Canada.

Wealth Professional Canada’s Intelligence Unit compiled the final list of winners following detailed research, industry expert input, and benchmarking against strict 5-Star WealthTech Provider criteria. The award highlights technology partners that demonstrate exceptional capabilities, innovation, and measurable success in supporting wealth management professionals.

For more than 22 years, Infinite Investment Systems has delivered enterprise-grade wealth technology to Canadian firms. Today, approximately 100 wealth management organizations across Canada rely on Harmony to power their operations, reporting, and portfolio management workflows — reflecting both the platform’s maturity and its ability to evolve alongside the industry.

“We’re honored to be recognized by Wealth Professional Canada,” said Ali Zahedi, CEO and Co-Founder of Infinite Investment Systems. “From the beginning, our focus has been on building technology grounded in trusted data and designed to support the real operational needs of wealth management firms. Harmony continues to evolve alongside our clients, helping them simplify complexity, scale their business, and operate with confidence. This recognition reflects the strength of our platform and the long-term partnerships we’ve built across the industry.”

Harmony continues to stand out for its depth of functionality, multi-custodian data integration, and its role as a true independent investment book of record. By providing firms with a unified, enterprise-grade portfolio management platform, Infinite Investment Systems helps organizations streamline operations, enhance reporting, and unlock the power of their data.

“This recognition reflects what we’re hearing directly from firms across Canada,” said Mike Zegers, VP, Strategy & Business Development at Infinite Investment Systems. “We’re seeing organizations look for flexible platforms that can support their operational complexity and growth ambitions. Harmony’s ability to unify data across multiple custodians and business lines, while supporting firms’ existing operational processes, gives clients the foundation they need to scale with confidence. With more than two decades in the Canadian market and close to 100 firms using Harmony today, we’re proud to continue supporting wealth firms as their technology partner.” This recognition reinforces Infinite Investment Systems’ continued focus on innovation, operational excellence, and long-term client success. As wealth firms navigate increasing regulatory requirements, data complexity, and growth demands, Harmony remains positioned as a trusted, enterprise-grade platform designed to evolve alongside the industry.