10 Meetings This Week? That’s 10 Hours Back in Your Pocket
Work smarter. Stay compliant. Serve more clients with Infinasum
Regulatory Alignment
Encryption at every layer
SOC-2 Compliant
Before the Meeting: Prepared in 1 Minute
Walk into every meeting with a clear, structured overview of client goals, risks, history, and talking points.
Pre-Meeting Brief
A concise, advisor-ready snapshot of goals, risks, history and more.
Client Overview
Full profile of a client’s financial story — perfect before major reviews.
During the Meeting: Keep it Simple
Meet with clients the way you already do — phone, video, or in-person.
Meet Normally - The Tech Fits Right In
Whether you meet on Zoom, Teams, Google Meet, or just record from your phone, Infinasum accepts:
Audio Files (MP3, M4A, WAV)
Transcripts (VTT, TXT)
After the meeting, just upload your recording or transcript — Infinasum takes care of the rest.
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Here are the easiest options, depending on how you meet:
• Mobile phone
Use a simple call-recording app or record on speaker with Voice Memos app. Upload the MP3 or M4A — done.• Landline or desk phone
Put the call on speaker and record using your computer or mobile phone (Voice Recorder). Upload the audio file to Infinasum.• Already using Zoom, Teams, Meet, RingCentral
Download the recording or transcript and upload it.
After the Meeting: Confidence Continues
One upload turns your meeting into four clear, compliant, advisor-ready documents — automatically.
1. Upload your meeting
Upload a transcript or audio file.
2. Select the client
Choose the client and meeting date.
3. Done in minutes
Infinasum generates all post-meeting documentation automatically.
Typical turnaround: 4–6 minutes for transcripts, 5–10 minutes for audio.
Meeting Summary
Clear, structured recap of what happened
Detailed Meeting Notes
Clean internal notes for compliance and record-keeping
Advisor Action Plan
Clear next steps for you and your client
Client Follow-Up Email
Personalized recap sent in your voice (sent to advisor for review)
No payment info requiredBuilt for Advisors Who Value Time, Growth, and Trust
Infinasum improves efficiency, unlocks growth, and reduces risk—without changing how you work.
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Efficiency & Time Leverage
Save hours each week on documentation, follow-ups, and prep.
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Capacity & Revenue Growth
Reclaim time to serve more clients — without adding headcount or operational burden.
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Risk Reduction & Compliance Confidence
Clear, consistent records designed for compliance and audits.
As You Scale, Expectations Increase
When documentation becomes automatic and volume increases, security and compliance stop being optional.
Secure & Compliant by Design
SOC 2–Ready. Zero-Trust Architecture.
Infinasum isn't just secure. It's engineered to meet the complex regulatory and compliance needs of modern advisory firms—without compromising speed or simplicity.
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Regulatory Alignment
Aligned with SEC, FINRA, GDPR, and U.S. financial data protection standards.
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Zero-Trust Security Model
We don’t assume trust, we verify everything. Infinasum enforces identity-based access, granular permissions, and full audit trails across every session.
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Encryption at Every Layer
Data is encrypted in transit and at rest—so your information is safe whether it's moving or stored.
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SOC 2–Compliant Infrastructure
Hosted on enterprise-grade cloud platforms with SOC 2 Type II certification. Your data lives in environments tested and trusted by the world’s most security-conscious institutions.
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Compliance Automation
From meeting records to communication trails, Infinasum helps you maintain a clean, review-ready compliance log, automatically.
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Organizational Safeguards
Security training, background checks, and strict internal protocols ensure your data is safe from the inside out.
Why It Matters
Behind every advisory firm is a mission:
Serve your clients. Grow your practice. Protect their trust.
But admin work, compliance noise, and scattered communication gets in the way.
Infinasum removes the friction—bringing clarity, speed, and control back to your day.
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Instead of spending hours summarizing, emailing, and organizing notes, everything is ready minutes after you upload.
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Faster follow-ups. Clear next steps. Advisors who show up prepared and informed.
Clients feel heard, valued, and confident — not because you worked harder, but because communication improved. -
No scrambling. No recreating notes.
Infinasum quietly builds a clean, searchable record in the background so you’re always review-ready. -
This doesn’t just improve the advisor’s life with more freedom and efficiency, it has a ripple effect. If more people can be advised toward financial stability, the positive impact extends to entire communities and the economy at large.
Start With One Meeting
No setup calls. No long onboarding. Upload a real meeting and see exactly how Infinasum fits into your workflow.
Free 30 Days · No Card Required
Frequently Asked Questions (FAQs)
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Infinasum fits directly into your existing workflow.
Before a meeting, you can generate a pre-meeting brief or client overview to walk in fully prepared.
After the meeting, simply upload a transcript or audio file. Within minutes, Infinasum generates a structured meeting summary, detailed advisor notes, a clear action plan, and a client follow-up email draft — all tailored for financial advisory use cases and compliance standards.
There’s nothing new to learn, no process to change. You meet with clients as usual — Infinasum handles everything that comes after.
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Yes. Infinasum is built with security and compliance as a first-class priority.
All data is encrypted in transit and at rest. Access is strictly permission-based, fully logged, and auditable. The platform follows SOC 2–aligned security practices and zero-trust architecture principles.
We continuously monitor and improve our security posture and are happy to work directly with your compliance or IT team to align with firm-specific policies and requirements.
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Infinasum turns compliance into a natural by-product of your workflow rather than an extra task.
All generated documents are automatically structured, timestamped, and stored with clear audit trails. Advisors can easily reference client statements, disclosures, risks, and decisions when questions arise.
Everything is searchable, organized, and review-ready — so you’re not scrambling to reconstruct conversations or documentation during audits or internal reviews.
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Infinasum is designed to complement your existing systems — not replace them or require ongoing integrations.
During onboarding, we can help import historical client documents so you start with a clean, structured foundation. After that, advisors simply upload meeting audio or transcripts and receive decision-ready documentation within minutes.
There’s no integration setup or maintenance required. Infinasum operates independently, keeping your workflow simple while fitting naturally into how your firm already works.
If you ever need help importing additional client information or historical records, our team can assist on request.
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If you upload a transcript:
Your meeting documents are generated in 4–6 minutes.If you upload an audio recording:
Infinasum first creates the transcript, then generates your documents — typically 5–10 minutes, depending on length and audio quality.Pre-meeting briefs:
Generated in about 1 minute.Daily Market Summary:
Delivered automatically every morning at 8:00 AM EST.
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Infinasum supports transcripts and audio from all major platforms, including Zoom, Microsoft Teams, Google Meet, and phone recordings.
If you can export a transcript or audio file, you can use Infinasum.