In this episode of the Thoughtful Entrepreneur, your host Josh Elledge speaks to the CEO of Infinite Investment Systems, Ali Zahedi. Ali shed light on the operations of Infinite Investment Systems, highlighting their continuous efforts to improve their onboarding process and add features to their mature platform. Despite the challenges of taking on larger institutions as clients, they've experienced significant organic growth, expanding their team from 17 to 57 employees during the pandemic. Ali emphasized that while they primarily serve Canadian wealth managers, they also work with technology companies and anyone in the wealth management and finance industry who needs extensive data management and reporting services. They are open to exploring new jurisdictions and markets, leveraging their experience and success in Canada. Ali also shared some exciting new projects and opportunities that Infinite Investment Systems is exploring. They are focusing on AI and machine learning, building a team to develop new applications to benefit their existing clients and attract new ones. They are also considering acquisitions to expand their business further. Key Points from the Episode: Services offered by Infinite Investment Systems Focus on the Canadian market and regulatory requirements Operations and growth of Infinite Investment Systems Building relationships and expanding market share Exploration of AI and machine learning applications Consideration of acquisitions for business expansion Target audience and expertise in wealth management Potential opportunities for collaboration in new jurisdictions and markets Introduction of Infinite Stories podcast series Personalized approach of Infinite Investment Systems About Ali Zahedi: Ali Zahedi is the CEO and co-founder of Infinite Investment Systems, a company he established in 2004 with his partner Ahmad. He embarked on his career in the financial industry in 1998, initially working as a developer for a company specializing in financial systems within the Canadian market. Holding a degree in Software Engineering from the University of Toronto, Ali initially concentrated on system development and the marketing of Harmony, a software solution, before transitioning to a leadership role overseeing system implementation. Today, Ali is pivotal in steering the company's growth and direction. His extensive experience and educational background continue to engage him in specific system implementation and product development aspects. Ali's journey from a software developer to the CEO of Infinite Investment Systems underscores his commitment to innovation and excellence in the financial technology sector. About Infinite Investment Systems: Infinite Investment Systems, established in 2004, has been a trusted partner for investment management firms across Canada. Their flagship portfolio management system, Harmony, has been a cornerstone of their commitment to delivering comprehensive solutions and exceptional client support. With a team combining extensive experience in both the financial industry and software engineering, Infinite Investment Systems ensures that clients benefit from cutting-edge technology solutions and top-tier service. Their dedication to the Canadian investment management sector is evident in their proactive approach to adapting to evolving regulations and industry mandates. Infinite Investment Systems greatly emphasizes guiding clients to avoid operational challenges and constraints. Crucially, they collaborate closely with each client to ensure that their solutions are tailored to accommodate evolving business needs and requirements, reflecting their commitment to fostering client success in a dynamic financial landscape. Apply to be a Guest on The Thoughtful Entrepreneur:  https://go.upmyinfluence.com/podcast-guest Links Mentioned in this Episode: Want to learn more? Check out Infinite Investment Systems website at https://www.inf-systems.com/ Check out Infinite Investment Systems on LinkedIn at https://www.linkedin.com/company/infinite-investment-systems/ Check out Ali Zahedi on LinkedIn at https://www.linkedin.com/in/zahediali/ Check out Ali Zahedi on Twitter at https://twitter.com/alizahedi Don’t forget to subscribe to The Thoughtful Entrepreneur and thank you for listening. Tune in next time! More from UpMyInfluence: We are actively booking guests for our The Thoughtful Entrepreneur. Schedule HERE. Are you a 6-figure consultant? I’ve got high-level intros for you. Learn more here. What is your #1 Lead Generation BLOCKER? Take my free quiz here. Want to learn more about all the podcasts managed by UpMyInfluence? Opt in here.