30 Day Free Trial - No Card Required

By submitting this form, you acknowledge that you have read and agree to the Infinasum Trial Use Agreement.

Thank you for your interest! After submitting the form, our team will review your application and send a confirmation email with your platform link once everything is ready.

Infinasum Template Designs

All templates include the same core information, only the visual styling differs.
Please view and select the design you’d like to use during your trial.

Upgrading to the Pro Plan lets you customize both the style and the information included in your documents, so every output is tailored to what matters most to you and your clients.

Meeting summary document titled 'Meeting Summary – Jamie Henderson,' dated October 15, 2025, discussing business growth, client retention, goals, concerns, sentiment, and financial figures.

Template 1 - Regular Style

Meeting summary document for Jamie Henderson on October 15, 2025, focusing on business scaling, client concerns, goals, and retention insights.

Template 2 - Coloured Blocks Style

Join Us On the Journey

If you're an advisor who's tired of the admin drag, you're in the right place.

Let Infinasum help you reclaim your time, serve smarter, and scale with confidence.

Book a Call