Use Case · RIA Firms
Dividend Analytics at Scale for RIA Practices
Income-focused RIA firms use Infnits to monitor dividend safety across the entire client book, get ahead of cut risk before it becomes a client conversation, and deliver income-first reporting that existing platforms do not provide.
The problem with standard RIA platforms
Most RIA platforms report dividend yield as a static data point. They do not assess whether that dividend is sustainable, whether payout ratios are deteriorating, or whether a company has a history of cutting in stress environments. For advisors managing income-focused client portfolios, that gap creates real risk — both to client outcomes and to the advisor relationship.
Firm-wide dividend monitoring
Infnits gives RIA compliance and investment teams a firm-wide view of dividend safety across all client holdings. When a safety score drops below threshold anywhere in the book, the advisor responsible sees an alert — not a spreadsheet to review quarterly. This shifts dividend risk management from reactive to proactive.
Client reporting that income investors actually want
Standard performance reports show returns and allocation. Income-focused clients also want to know: how much income will I receive next quarter? Is my income growing? Are any of my dividend payers at risk? Infnits answers those questions in a client-facing dashboard that updates automatically as brokerage data changes.
Works alongside your existing platform
Infnits does not replace Orion, Black Diamond, or Tamarac. It adds the dividend analytics layer those platforms lack. Most RIA firms that adopt Infnits position it as a specialist tool used alongside their primary reporting and operations platform — no migration, no implementation project, no renegotiated custodian agreements.
Key features for ria firms
Book-wide safety monitoring
See the safety score distribution across all client holdings in one view. Sort by risk, by client, or by ticker.
Cut-risk alerts
Automatic alerts when a safety score drops — before the dividend cut announcement.
Per-client income dashboard
Each client sees their own income projection, safety summary, and dividend calendar.
Zero-friction setup
Clients connect brokerage accounts via OAuth. No spreadsheets, no manual uploads.
Frequently asked questions
Does Infnits work with our existing custodian?
Yes. Infnits connects via SnapTrade brokerage OAuth, which works alongside existing custodian relationships without requiring a new data agreement.
How many client accounts can we manage?
Advisor pricing scales by seat. Contact us for firm-level pricing and volume tiers.
Do we need to migrate from our current platform?
No. Infnits is a specialist analytics layer. Keep your existing platform for performance reporting, billing, and operations — Infnits adds dividend analytics on top.
How do cut-risk alerts work?
When a safety score drops below a configurable threshold (default: 4/10), the responsible advisor receives an in-app and email alert. Scores update as new earnings and fundamental data are published.