Tuesday, January 10, 2023
HomeWealth ManagementHow COVID-19 planted seeds for Infinite Funding Techniques' file development

How COVID-19 planted seeds for Infinite Funding Techniques’ file development

Over its almost two-decade historical past, Infinite has additionally saved tempo with the wealth house by increasing its broader tech stack. After including the Concord Shopper Portal, the Melody CRM, and the Conductor Advisory Dashboard, the corporate is taking up the rising problem of information integration with the introduction of its Knowledge Platform.

As an unbiased and autonomous know-how agency, Infinite maintains an agnostic stance with respect to its shoppers’ information sources. Even whereas interfacing with a whole lot of custodians, information distributors, and companions, the corporate gives an unbiased e book of file for its shoppers, successfully supporting their data necessities as a ‘supply of reality’ whereas giving them full management of their information.

The corporate’s twenty years in enterprise has additionally given it a deep familiarity with legacy e book of file programs and information sources that could be cumbersome to make use of in comparison with as we speak’s options.

“Monetary establishments are hampered by these legacy programs and our potential to make sure that information can be utilized for up to date functions – like we have now finished with Concord – has made the Knowledge Platform a key a part of what we now provide,” says Hossein Riazi, VP Expertise at Infinite Funding Techniques.

“Our many years within the enterprise have confirmed what we’ve recognized from the beginning: the wealth business is an ever-changing house, and the necessity for know-how is all the time there,” Gambell says. “We’ve been there for each step of our Canadian shoppers’ digital journey, and we’ll be with them for the lengthy haul – that’s what partnership is all about.”



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