For Financial Advisors
Dividend Analytics Your
Clients Actually Trust
Safety scores on every dividend holding. Rolling income projections. Client-ready dashboards that update automatically — without replacing your existing platform.
No implementation project · Works alongside your current platform · Setup in minutes
What you get
Built for the gap your current platform leaves
Most advisor platforms show dividend yield. None of them tell you whether that dividend is actually safe.
Dividend Safety Scores
Every holding scored 0–10 for cut risk, backtested through 2008 and 2020. Know before your client does.
Income Projections
Rolling 12-month income forecast per client, updated automatically as positions change.
Cut-Risk Alerts
Automated flags when a safety score drops below threshold — before it makes the news.
Live Brokerage Sync
Clients connect via OAuth in minutes. No spreadsheet uploads, no manual reconciliation.
Client-Ready Dashboards
Income-first client portal built for dividend investors, not just performance junkies.
Holding-Level Detail
Payout ratio, earnings coverage, dividend history, peer comparison — one click per ticker.
How we compare
The dividend analytics gap in every major platform
Orion, Black Diamond, and Nitrogen are excellent platforms. None of them score dividend safety or forecast income reliability. That is the gap Infnits fills.
| Feature | Infnits | Orion | Nitrogen | Black Diamond |
|---|---|---|---|---|
| Dividend safety scores (0–10) | ✓ | ✗ | ✗ | ✗ |
| Dividend cut-risk alerts | ✓ | ✗ | ✗ | ✗ |
| Rolling income projection | ✓ | ✗ | ✗ | ✗ |
| Income-focused client portal | ✓ | ✗ | ✗ | ✗ |
| 2008 / 2020 stress backtesting | ✓ | ✗ | ✗ | ✗ |
| Setup time | Minutes | Weeks | Days | Weeks |
| Transparent pricing | ✓ | ✗ | ✗ | ✗ |
| Replaces your current platform | ✗ | ✓ | ✓ | ✓ |
Use cases
Who uses Infnits
🏢 RIA Firms
Income-focused RIA practices managing multiple client portfolios. Dividend analytics at scale, with per-client income tracking and cut-risk monitoring across the book.
🏛️ Family Offices
Multi-generational wealth with concentrated dividend holdings. Deep per-ticker analytics and income sustainability reporting for complex portfolios.
👤 Independent Advisors
Solo and small-team advisors who serve retirees and dividend investors. Client-ready dashboards without enterprise pricing or implementation overhead.
Common questions
FAQ
Does Infnits replace my current advisor platform?
No — and that's by design. Infnits is a specialist dividend analytics layer that sits alongside your existing platform (Orion, Black Diamond, Tamarac, eMoney, etc.). It fills the dividend-specific gap those platforms leave without requiring you to migrate anything.
How do clients connect their accounts?
Clients connect via OAuth through their brokerage — the same flow they use to link bank accounts. There is no spreadsheet upload, no CSV export, and no manual reconciliation. Most clients are connected within five minutes.
What is a dividend safety score?
Each holding is scored 0–10 based on payout ratio relative to earnings and free cash flow, earnings coverage trend, balance sheet leverage, dividend history, and historical behavior during the 2008 financial crisis and 2020 COVID stress period. Scores below 4 trigger an alert in the advisor dashboard.
How is Infnits priced for advisors?
Advisor pricing is flat per-seat — no AUM-based fees, no hidden charges. Contact us for current pricing and volume tiers.
What types of advisors use Infnits?
RIA firms managing income-focused client portfolios, independent advisors who serve retirees or dividend investors, and family offices with concentrated equity positions benefit most. If your clients hold dividend stocks or ETFs, there is a meaningful gap in most reporting platforms that Infnits fills.
Can I demo Infnits before committing?
Yes. Book a 20-minute demo and we'll walk through a live advisor dashboard with sample client data. No sales pressure — if it isn't the right fit, we'll tell you.
Ready to add dividend analytics to your practice?
Book a 20-minute demo. We will show you a live advisor dashboard with sample client data.
Book a Demo