Infinite Investment Systems Unveils AI-Powered Innovation for the Future of Wealth Management

In the fintech world, terms like “innovation” and “automation” get tossed around all the time — but at Infinite Investment Systems, we believe actions speak louder than buzzwords. While others may talk about the future, our team is busy building it, delivering real, practical solutions that evolve with the needs of advisors and back-office professionals. That’s why we’re proud to announce the development of our latest initiative: an AI-powered digital assistant designed to transform the way wealth management professionals work. Clients will receive a sneak peek of the new functionality during an exclusive client-only event on May 6^th.

This next-generation tool is being built with one goal in mind — to empower both advisors and support staff with smarter, faster, and more intuitive capabilities that will enhance client relationships and drive efficiency at every level of the organization.

“We’re building technology that doesn’t just keep pace with the industry — it pushes it forward,” says Ali Zahedi, CEO of Infinite Investment Systems. “This AI-powered digital assistant is a reflection of our commitment to delivering tools that create real, measurable impact for our clients and the way they serve theirs.”

The new digital assistant will help advisors surface critical client information, perform everyday tasks, and gain actionable insights — all through a conversational, intelligent interface. Whether it’s reviewing a portfolio, generating reports, or navigating compliance requirements, the assistant will act as a powerful partner across day-to-day responsibilities.

“We’re not just adding features; we’re rethinking how advisors interact with data and technology,” adds Justin O’Leary, VP of Product at Infinite. “This is just the beginning of a new chapter in how we support our users — with intelligent tools that feel as natural and responsive as talking to a colleague.”

As development continues, our priority is clear: to deliver intelligent, secure, and seamlessly integrated solutions that reflect the real-world needs of modern wealth management firms.

At Infinite, we’re not just building for what’s next — we’re helping shape it. By combining purposeful technology with a deep commitment to our clients’ success, we’re enabling wealth management professionals to work smarter, move faster, and deliver more value than ever before.