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REQUEST A DEMO
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REQUEST A DEMO
 * SOLUTIONS
   * HARMONY
   * MELODY
   * CLIENT PORTAL
   * DATA PLATFORM
 * COMPANY
   * ABOUT US
   * MANAGEMENT TEAM
   * TESTIMONIALS
   * CONTACT US
 * NEWS & EVENTS

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UNLOCK THE POWER OF YOUR DATA

Leverage your data for better insights to drive great customer satisfaction and
a better experience. We can help.

Learn More

Discover Canada’s most comprehensive portfolio management system used by
investment firms from coast to coast.

Learn more


UNLOCK THE POWER OF YOUR DATA

Leverage your data for better insights to drive great customer satisfaction and
a better experience. We can help.

Learn More

Discover Canada’s most comprehensive portfolio management system used by
investment firms from coast to coast.

Learn more


UNLOCK THE POWER OF YOUR DATA

Leverage your data for better insights to drive great customer satisfaction and
a better experience. We can help.

Learn More
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USED BY85+CLIENTS

ACCESS TO1,000+REPORTS

MANAGED ASSETS150+BILLION


RELIABLE

WHITE-GLOVE
SUPPORT




CELEBRATING 20 YEARS

2024 marks Infinite Investment System's milestone 20th Anniversary.

Learn more


MAKING HEADLINES

Find out why the new Wealth Management Program has Infinite in the news.

Learn more


REQUEST A DEMO

Connect with us to learn more about what we can offer your firm.

Learn more


CLIENT KUDOS

“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



“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



“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



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CONTACT US

 * info@inf-systems.com
 * 1.416.861.0911 (Direct)
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 * First Canadian Place
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   P.O. Box 330

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