TESTIMONIALS
Hear what our clients have to say about Harmony
As a firm, we made the decision to partner with Infinite Investment Systems to work with us in providing our clients with a higher level of service a few years ago. The implementation team worked tirelessly to ensure a successful transition and have continued to support our requirements to meet the needs of our clients. Implementing Harmony has allowed us the ability to better streamline internal processes allowing us the ability to deliver timelier information to our internal and external relationships. They continue to demonstrate a pro-active and supportive approach to providing assistance to us in meeting our goals.
Tracy Easveld-Pontone
Director of Operations & Client Relationship Administration - Leon Frazer & Associates
“We know the extra effort that the team put in to make this project work which reinforces our decision to go with Infinite. We look forward to a long term working partnership and are very pleased with how the conversion has started out.”
Gerald R. Connor
Chairman and Chief Executive Officer - Cumberland Private Wealth 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
"Our introduction to Infinite Systems coincided with the inception of our company in 2009 and we were immediately impressed by their knowledgeable and experienced team. They took the time to understand the system requirements that were necessary for Focus to meet our internal needs, along with the obligations we have to our clients, and then demonstrated how the Harmony software would provide the right solution for every step along the way. Infinite has consistently demonstrated a commitment to providing an industry-leading portfolio management system that not only meets all our current goals, but has the ability to expand and keep pace with an ever-changing industry. We have been able to utilize the features available through the Harmony system to efficiently manage our workflow and produce accurate, informative reports that capture all the key information we need to make investment decisions and report results to our clients. Above all, the most compelling attribute of Infinite is the people that work there. The unmatched passion and dedication of the entire team provides confidence that they genuinely care about providing the best possible service."
Andrew Hobbs
Vice President - Focus Asset Management
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"We have contracted Infinite Investment Systems to provide us with technical resources to meet the needs of our private and institutional clientele through their software Harmony. They have proven themselves to be diligent and pro-active, providing assistance to us in meeting our goals. The system is user friendly, hands on and efficiently interchangeable with other technical services and resources, allowing us to meet the reporting needs of our client base."
Nancy MacKellar
Executive Vice-President - Delaney Capital Management
“The horsepower of the Infinite system is exceptional; complemented by the strength of the team, their responsiveness and knowledge, this portfolio management system organization sits a top the rest.”
Matt Irwin
Partner - Ewing Morris & Co. Investment Partners
"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
"Infinite Investment Systems is a professional team whose dedication and commitment to service excellence is paramount. The portfolio management system “Harmony” is designed as a truly international system geared towards facilitating our reporting needs and allowing us to achieve our strategic objectives. Harmony's platform provides a wide range of capabilities which are dependable, compliant and tailored to our specifications. Its layout and interface allows for efficient and effective operations."
Tracy Pounder
Manager, Investment Administration - Front Street Private Bank Barbados
"Being one of the earlier subscribers to Harmony, and the first in Western Canada, we have seen Infinite Investment Systems grow from a fledgling provider of a unique, tailored portfolio management system to a national presence, without losing the characteristics and qualities that set the company apart in the first place. Harmony boasts an intuitive ease of use, practical and evolving applications, and a robust comprehensive system-based subscription model, meaning all subscribers have access to all iterations of the system. The benefit to our firm is that we never have to fear that our system has become obsolete. What defines Infinite is the superlative level of service, and the technical expertise and familiarity with the needs of portfolio managers that is evident in the response to any service request. As a smaller IM firm, Harmony has become an integral part of our portfolio management process and has allowed us to manage data, modeling and trade practices in a manner that historically has been the sole purview of much larger institutions. It is a pleasure to work with Infinite and Harmony."
R. Guy Amighetti
President - Verity Investment Counsel
Patient Capital Management Inc. switched to the Harmony System from a competing supplier in 2014 and has not looked back. We quickly recognized the potential capabilities of the software and we were very impressed with the professional team at Infinite Investment Systems. Our firm’s goal is to deliver the highest standards in portfolio management and client service. The Harmony System and the Infinite Team helps us to achieve this. The software is progressive, user-friendly, robust and customizable. However, the “heart” of the Harmony System is the dedicated staff supporting it. They are quick to respond to enquiries, resolve issues in a timely manner and operate in a client-focused culture.
We look forward to the future and Infinite Investment Systems will be part of it.
Domenic Rinaldi
Managing Director - Patient Capital Management Inc.
"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
"As one of the very first clients of Infinite Systems Ltd we were obviously a little nervous about the functionality and integrity of their Harmony Operating System and whether their staff could provide the support and service that we required. They, without a doubt, have over-delivered on every promise, request and upgrade. The system has evolved and continues to evolve to the point that, I believe, is unmatched in our industry."
Kirk E. Groover
Chief Compliance Officer - J Zechner Associates
Harmony is an excellent portfolio management system. The reporting and automation made possible through Harmony have enabled us to save a great deal of time on day-to-day administration.
Caroline Levitt
CFO & COO - Taylor Asset Management .
"We cannot possibly give enough praise or appreciation to Infinite Investment Systems; they adapted their Harmony System specifically for our purposes in the not-for-profit sector. As a result, we can offer our donor clients the same high standard of reporting on their charitable dollars as they would receive on their investments."
Denise Castonguay
Founder & CEO - Canada Gives
“Infinite Investment Systems has been the core systems resource to our back office functionality. As one of their original clients at a previous firm, our previous experience made the decision to select Infinite as not only a system provider, but as partner we could trust to provide the support for our entrusted client base as simple one.
The basis of any good client relationship is accuracy and clarity of reporting and, above all, complete transparency. The system exceeds each of these challenges, and is very flexible and user friendly when custom reports are necessary. Above all, what I find most comforting is knowing I can call at any given time with questions, concerns, challenges and talk to a group of very informed, knowledgeable staff.”
Tony Poverelli
V.P. Operations - Laurus Investment Counsel.
