PORTFOLIO MANAGEMENT INTEGRATIONReporting season, automated.
Automated report delivery
Harmony performance reports filed to every client vault.
In-review workflow
Hold reports for review before clients see them.
Pairs with Infinite’s CRM
The same vaults, inside Infinite’s Dynamics-based CRM.
Audited
Every delivery logged.
For firms that report with Harmony.
Harmony integration questions, answered.
What is Harmony?
Harmony is Infinite Investment Systems’ portfolio management system.
What does the integration do?
It automates delivery of Harmony performance reports to client vaults, with an in-review workflow before reports are released.
Does it work with Infinite’s CRM?
Yes. FutureVault also delivers a seamless experience within Infinite Investment Systems’ CRM, built on Microsoft Dynamics.
Does FutureVault replace our CRM or document management system?
No. FutureVault is the document layer that connects to them. It integrates with CRMs such as Salesforce and Microsoft Dynamics, with custodians and with 7,000+ apps, and offers 1,000+ API endpoints.
Is FutureVault secure enough for our compliance and InfoSec teams?
FutureVault is SOC 2 Type II examined, encrypts data in transit and at rest, supports multi-factor authentication and records every action on a complete audit trail.
Will our clients actually use it?
Client vaults carry your brand on web, iOS and Android, with notifications when new documents arrive and simple, secure requests. FutureVault powers more than 1 million client vaults across 50+ enterprise partners.
