Powered by Infinite Investment Systems’ Harmony™ and Data.iQ™, IPC Wealth’s new platform brings portfolio management, data and advisor workflows into one connected experience
In just over eight months, Infinite Investment Systems and IPC Wealth took an advisor experience platform from initial concept to successful launch, bringing together the technology, data and workflows that support IPC’s discretionary managed account platform, IPC One.
Built on Harmony™ and Data.iQ™, the platform brings portfolio construction, trading, performance monitoring and client relationship support into a single integrated environment. Connected workflows save advisors time navigating systems and gathering information, while greater transparency into client portfolios supports better-informed decisions and more meaningful client conversations.
“This project reflects what’s possible when there is a clear vision and a close working relationship,” says Mike Zegers, EVP of Business Development at Infinite. “Together with IPC Wealth, we’ve brought that vision to life in just over eight months, with a platform that supports advisors today and gives IPC room to grow.”
For Infinite’s product team, the advisor experience and the underlying infrastructure were developed with a shared purpose: making complex information and processes easier to navigate. A consistent view of portfolio data gives advisors clearer insight into performance and investment activity, supporting both day-to-day decisions and conversations with clients.
“A connected advisor experience starts with a strong data and operational foundation,” says Justin O’Leary, EVP of Product at Infinite. “Harmony and Data.iQ allowed us to bring those pieces together and build an experience around IPC’s needs, with the flexibility to keep evolving.”
The successful launch marks an important milestone in Infinite’s work with IPC Wealth and demonstrates how foundational technology can translate into practical improvements for the people delivering advice.
