INSIGHT 2025: Event Highlights and Recap

November 12, 2025

6 Things You Missed from INSIGHT 2025

INSIGHT 2025 brought Infinite clients together from across Canada for a closer look at the latest innovations shaping our platform.

If you weren’t able to attend, here’s a recap of the major announcements and product updates across Harmony™, the Client Portal, and the Infinite product ecosystem.

Harmony Gets Full FIX Trading Integration

For the first time, trades can now be executed directly through Harmony. With full FIX trading connectivity, firms can route and execute orders from within the platform, eliminating the need for separate systems or manual re-entry.

Result: Faster execution, fewer errors, and a more automated trade lifecycle.

Introducing Harmony’s New Order Management System (OMS)

Harmony’s new Order Management System (OMS) delivers a complete front-to-back trading workflow, from modeling to allocation and post-trade oversight, all within a single unified platform.

Result: Greater control, transparency, and efficiency across every stage of trade management.

Ready for 2026: TCR-Ready Reporting

Harmony is now fully equipped to support Total Cost Reporting (TCR) ahead of the January 1, 2026 regulatory deadline. New data feeds and reporting enhancements give firms the clarity they need to stay compliant with confidence.

Result: Compliance built into your daily operations.

The Client Portal Rebuilt from the Ground Up

The Infinite Client Portal has been completely re-architected to deliver a faster, more secure experience. The rebuild improves performance, strengthens security, and lays the groundwork for new capabilities coming soon.

Key upgrades include:

Modern Architecture: Significant gains in responsiveness and reliability
Enhanced Security: Platform-level hardening and modern authentication practices
Single Sign-On (SSO): Streamlined access for advisors and clients through enterprise SSO

Result: A smoother digital experience today and a platform ready for the future.

Meet Tempo, Your AI-Powered Digital Assistant

One of the most exciting announcements of the day was the introduction of Tempo, Infinite’s new AI-powered digital assistant, backed by the power of Harmony. Tempo brings data and insight directly to users through conversational AI, helping advisors and operations teams find answers, surface reports, and take action faster than ever before.

Result: Smarter, faster decisions powered by the data you already trust.

A Glimpse Into 2026

During the event, Justin O’Leary, VP of Product, shared a preview of the 2026 roadmap that includes a Tax Loss Harvesting module, improved sleeve management and toolsets, an ongoing UI refresh, expanded integrations, a new advisor homepage, and more.

“Our mission has always been to move the industry forward,” said Justin O’Leary, VP of Product. “As leaders in wealth-tech, we’re focused on building technology that anticipates change, simplifies complexity, and gives firms the tools they need to stay ahead.”