Infinite Investment Systems
HQ Address
100 King Street W., Suite 5310, Toronto, ON M5X 1E1, Canada
Website Address
Business introduction
Discover Canada's most comprehensive portfolio management system used by investment firms from coast to coast
Your single source of truth. Leverage your data for better insights, empower your business, and provide your clients with accurate and reliable data
Infinite Investment Systems has been servicing investment management firms across Canada since 2004. Our goal is to provide clients with a comprehensive solution 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. 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.
Infinite Investment Systems Solutions
Data.iQ
Data.iQ can then be used to provide analytical reporting in addition to redistributing data to down-stream applications through modern and secure API’s. The problem Data.iQ addresses is that most companies can’t effectively leverage their client data because the legacy systems they rely on were never created to manage the amount of......
business needs
view solutionHarmony
Harmony is a highly customizable portfolio management system which offers core valuation and accounting capabilities combined with Compliance, Fee/Billing, Performance, Reporting, Trading and CRM functionalities. We ensure the system is tailored to your specific needs, allowing you to get the most from the system and have an implementation team that......
business needs
- Client Engagement & Management
- Portfolio Build, Analysis & Reporting
- Portfolio & Wealth Management Systems
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....
business needs
view solutionMelody CRM
Built on a Microsoft Dynamics platform, Melody also leverages key integrations with Microsoft Office that help create operational efficiency using streamlined processes and creates a more personalized and connected experience for your clients....
business needs
- Business Intelligence & Practice Management
- Client Engagement & Management
- Digital Platforms & Tools
