About Us

Harmony Portfolio Management System (by Infinite Investment Systems) is an integrated software solution designed around the specific needs of investment management firms. Among many other benefits Harmony provides scalability, data integrity and process efficiency to a wide range of firms including:

• High Net-Worth Account Managers/Wealth Managers
• Fund Managers – Pooled or Mutual
• Institutional Managers
• Family Offices

Harmony is a comprehensive solution which combines core portfolio valuation functionalities with:

• Performance Measurement/Reporting (Time-Weighted, Dollar-Weighted, IRR), Composite Performance
• Trading Strategies & Electronic Order Management, What-If Analysis
• Modeling, Asset Mix (Weighted) Models, Monitoring/Rebalancing, KYC and Suitability
• Trade Order Extraction & Settlement Instructions
• Compliance – Pre & Post-Trade, Investment Mandate Tracking and Alerting
• Fund Accounting (GL Based)
• CRM, Electronic Statement Delivery, Portal Link
• Client Reporting and Customized Report Packages
• Process and Report Automation
• Dynamic User Restrictions/Adaptability
• Electronic Custodial Reconciliation & Transaction Import
• Management Fee Calculation & Invoicing, Third-Party Fees

As a service provider, we pride ourselves on our service and support. Our clients are our partners. Along with the ability to customize reports and tailor the system to your direct needs, we bring Harmony to your firm by offering you one integrated platform for all portfolio management and administrative needs.

Harmony’s value is best illustrated through a live or online system demonstration. Contact us today for further information.