Use Case · Independent Advisors
Enterprise-Grade Dividend Analytics Without the Enterprise Price Tag
Solo and small-team advisors who serve retirees and dividend investors use Infnits to deliver dividend safety analysis and income-focused client reporting — without the implementation overhead or AUM-based pricing of large platforms.
The independent advisor's analytics gap
Large RIA platforms bundle analytics, CRM, trading, and compliance into expensive all-in-one suites priced for enterprise firms. Independent advisors managing $50M–$500M often cannot justify the cost — or do not need the full suite. The result is a gap: advisors serving income-focused clients have no specialist tool for dividend analytics between "spreadsheet" and "enterprise platform."
Dividend analytics without the overhead
Infnits is priced per-seat at a flat rate — no AUM tier, no implementation fee, no custodian negotiation. Setup takes minutes per client via brokerage OAuth. The result is a specialist dividend analytics tool accessible to practices of any size, without the months-long implementation project.
Impress income-focused clients
Retirees and income investors judge advisors on their ability to protect and grow dividend income. When you can show a client a real-time safety score for every holding in their portfolio — and explain which ones carry cut risk and why — you are having a different quality of conversation than advisors who can only show yield and performance.
Keep your current tools
If you use Redtail or Wealthbox for CRM, and a custodian platform for reporting, Infnits adds dividend analytics without requiring you to change anything. It connects to client brokerage accounts directly and sits alongside whatever tools you already use.
Key features for independent financial advisors
Flat per-seat pricing
No AUM fees. No implementation charges. No custodian agreements. One flat price per seat.
Minutes to set up
Client connects via brokerage OAuth. You see the full portfolio and safety scores immediately.
Client-ready income dashboard
Share an income-first client view that updates automatically. No manual report generation.
Dividend safety scores
Know which holdings carry cut risk before your client finds out from a press release.
Frequently asked questions
Is Infnits affordable for a solo practice?
Yes. Infnits is priced per-seat at a flat rate with no AUM-based component. Contact us for current pricing — we have tiers for practices of all sizes.
How many clients can I manage?
There is no hard limit on client accounts per seat. Pricing tiers are based on advisor seats, not client count.
What if I already use a custodian reporting platform?
Infnits works alongside custodian platforms — it doesn't replace them. You keep your existing reporting setup; Infnits adds the dividend analytics layer.
Do clients need to create their own accounts?
Yes — clients connect their own brokerage accounts via OAuth, which keeps your firm out of the credentialing flow and compliant with custody rules.