Pricing
Simple, flat-rate pricing
Per advisor seat. No AUM percentage, no implementation fee, no custodian negotiation. Every seat includes the full feature set.
Solo Advisor
Flat per-seat rate · Billed annually
Book a Demo- ✓Dividend safety scores for all client holdings
- ✓Forward 12-month income projection per client
- ✓Cut-risk alerts (email + in-app)
- ✓Dividend calendar with ex-dates and payment dates
- ✓Client-facing income dashboard (shareable link)
- ✓Advisor book-wide safety dashboard
- ✓Payout ratio & earnings coverage trends
- ✓Stress-period history (2008, 2020)
- ✓Multi-account support per client
- ✓Brokerage OAuth connection (all major US brokerages)
Multi-Advisor Firm
Per-seat rate decreases with team size
Talk to Sales- ✓Everything in Solo Advisor
- ✓Volume discount per seat
- ✓Shared book-wide dashboard across advisors
- ✓Firm-level safety score reporting
- ✓Onboarding & setup support
- ✓Priority support
No AUM fees
Flat per-seat rate regardless of assets managed
No implementation fee
Clients connect themselves via brokerage OAuth
No lock-in
Cancel anytime — client data stays with the client
How it compares
Most enterprise advisor platforms charge 0.05–0.15% of AUM annually — that is $25,000–$75,000 per year on a $50M book. Infnits is a flat per-seat rate that scales to practices of any size.
| Pricing model | Infnits | Typical enterprise platform |
|---|---|---|
| Pricing basis | Per advisor seat (flat) | AUM % or AUM tier |
| AUM sensitivity | None | Scales with AUM growth |
| Implementation fee | None | Often $5k–$25k+ |
| Custodian agreement | Not required | Often required |
| Minimum AUM | None | Often $20M–$100M+ |
| Client onboarding | Self-serve OAuth (5 min) | Manual data upload or custodian feed |
Frequently asked questions
Is pricing based on AUM?
No. Infnits is priced per advisor seat at a flat rate — not a percentage of assets under management. A $50M practice pays the same as a $500M practice for the same number of seats.
How many clients can I manage?
There is no hard cap on client accounts per seat. Pricing tiers are based on the number of advisor seats, not the number of client accounts.
Is there a free trial?
Yes. Book a demo and we will set up a full-access trial so you can connect your own accounts and see the dashboard before committing.
Do I need to replace my current platform?
No. Infnits works alongside Orion, Black Diamond, Tamarac, and other platforms. There is no migration, no custodian agreement, and no implementation project.
What do clients need to do?
Clients receive a link, connect their brokerage via OAuth, and get access to their income dashboard. Takes about five minutes. No credentials are shared with you.
Is there firm-level pricing for larger RIAs?
Yes. Contact us for multi-seat or firm-wide pricing — we have volume tiers for practices with multiple advisors.
20 minutes · Live dashboard · No commitment