Manage Your Practice
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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’s clearing house companies are:
The Royal Bank of Canada (RBC) - a full-service execution and wealth management platform
TD Ameritrade Institutional (TD)- comprehensive brokerage and custody services for Infinity's fee-based advisors
SEI Investments - wealth management services through SEI Managed Account Solutions, specializing in managed accounts, customized investor portfolios, and ETF strategies
Folio Institutional - secure asset custody and a state-of-the-art patented portfolio management, trading, and brokerage platform to support advisor needs

Leading-Edge Technology

Infinity uses robust technology to enhance its ability to research investments and provide exceptional client service:

Morningstar® investment research
Finance Logix® real-time, cloud-based account manager
Laserfiche® enterprise content management system
Thomson Reuters ONE trading tools and analytics
DST Vision interactive account management
Orion integrated CRM accounting, rebalancing and trade order system
Veo® account management and trading platform
CircleBlack investment and portfolio tracking service
Leading-edge technology
RBC Wealthstation trade processing solutions
Redtail or Salesforce CRM cloud-based tools
DocuSign® electronic signature technology
Web Conferencing services for clients and other professionals
Laser App mobile form filling solutions
Microsoft Office workplace tools
Marketing PRO comprehensive client communications library

Uniquely Accessible Compliance Support

Our resident Chief Compliance Officer, Greg Gilbert, has an open-door policy with advisors. You have exclusive access to the CCO of a national FINRA firm to help you navigate regulatory issues. Greg is committed to eliminating compliance bureaucracy, and he conveniently shares his insight by text, email, and phone - whatever works for you. We help you do the business you want as flexibly as possible, within the framework of our Compliance Policies and regulatory requirements. The Infinity Intranet contains all the forms and documents you will need to conduct business and maintain your licenses with Infinity Financial Services.

Open-Architecture Platform

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.