Manage Your Practice
With Progressive Tools
Practice Management Services
Our financial advisors have access to powerful practice management technology, and we're always open to new ideas to help your business run smoothly. We give you the flexibility and support you've been looking for with our open investment platform and simplified compliance management.
World-Class Custody and Clearing
Infinity uses robust technology to enhance its ability to research investments and provide exceptional client service:
Uniquely Accessible Compliance Support
Infinity is dedicated to offering advisors a flexible, open-architecture suite of fee- and commission-based investment and risk management products and services. You won’t have to sell proprietary investment products – we don’t offer them. You may affiliate with third-party Insurance Brokerage General Agents to facilitate implementation of your annuity, life, and long-term care insurance strategies.
Infinity Financial Services in the News
- May, 2016 - Infinity Financial Services to Offer Regulation A+ IPO Shares Through WR Hambrecht & Co
- July, 2016 - Infinity Financial Services Offers CircleBlack Technology to Financial Advisors and Clients
- August, 2016 - Infinity Financial Services Offers Folio Institutional Model Management Platform