Ali Zahedi, Infinite’s co-founder and CEO, said in a statement: “We are proud to partner with NBIN. Our hard-earned position in the industry is a testament to our ability to deliver real results for our clients. We already have many clients that we share with NBIN, and we look forward to working even more closely together.”
Patrick Primerano, President of National Bank Independent Network, added: “As a leading provider of custodial services to independent wealth managers, it is our responsibility to form meaningful, strategic partnerships that support our clients, and the growth of our industry. We are delighted to partner with Infinite and look forward to collaborating with the team.”
Infinite Investment Systems Ltd. is a financial technology firm founded in 2004 with an exclusive focus on the Canadian wealth management industry. Its flagship product, Harmony Portfolio Management System, has more than 80 clients, serving institutional managers, SMA / UMH managers, fund managers and family offices.
National Bank Independent Network (NBIN) is a division of NBF Inc., which is an indirect, wholly owned subsidiary of National Bank of Canada. It boasts more than 30 years of continuous service and a team of more than 200 professionals.
