Product & Pricing

More Than Features - Real Solutions to Real Problems

Infinasum replaces hours of manual admin with intelligent automation that keeps you focused, responsive, and compliant, all from one streamlined platform

Common Problems vs Infinasum Solutions

Automated Meeting Docs

  • Meeting Summaries – Structured summary generated in minutes

  • Follow-Up Emails – Personalized, ready-to-send drafts

  • Full Meeting Notes – Created instantly after every call

  • Action Plan – Planning that separates you from other practices

You can save 5–10 hours a week and never miss a detail

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“I waste time on tasks that don’t move my business forward”

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“I prep for meetings by digging through old notes and emails”

Instant Pre-Meeting Briefs

  • History – See client history, goals, key takeaways, risk alerts and much more in 1 minute

  • Talking points – Personalized suggestive talking points and compliance notes

  • Full Prepared – Walk into every meeting feeling sharp and prepared

Turn stress and mental fatigue into structure with smarter prep

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“I’m worried about compliance across my practice”

Compliance Ready Documentation

  • Time-Stamped Records – Every meeting auto-logged and securely archived

  • Audit-Ready – All documents instantly organized for compliance checks

  • Complete Capture – Ensures all client information is documented and secure

Compliance peace of mind built into every meeting

Choose Your Plan

Independent Seat

$79

/month per seat

For solo advisors just getting started.

  • Core Infinasum Features

  • Meeting Summaries

  • Meeting Notes

  • Follow-up Email Drafts

  • Action Plans

  • Daily Market Insights

  • Full Security and Compliance Safeguards

AI usage cap - 5 generations per week (can be increased)

A powerful start—with the essentials you need to cut admin time and stay on track.

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Professional Seat

$129

/month per seat

Designed for firms that demand efficiency at scale.

  • Core Infinasum Features

  • Unlimited AI Usage

  • Comprehensive Meeting Summaries

  • Detailed Meeting Notes

  • Follow-up Email Drafts

  • Richer Action Plans

  • Full Client History & Overviews

  • Pre-meeting Briefs

  • Full Security and Compliance Safeguards

  • Personalized Documents

  • Priority Support

Your practice, elevated. Full functionality and best value.

One-Time Setup & Onboarding Fee

Every firm is different, so a one-time launch fee applies to all plans to cover secure account setup, personalized onboarding, and compliance-ready configuration.

  • Starting at $500 for solo advisors

  • Adjusted based on firm size and onboarding complexity

  • Ensures a smooth, tailored start to Infinasum

 Frequently Asked Questions (FAQs)

  • Each seat is for one advisor only. Think of it like a personal license — every advisor who uses the platform needs their own seat.

  • No, accounts can’t be shared or rotated between advisors. Sharing would mix up client data, make compliance tracking impossible, and weaken security.

  • Easy — just add seats as you add advisors. That way, everyone gets their own secure login, full compliance records, and clear activity history.

  • The Launch Fee covers all of the work required to implement your firm on Infinasum. This includes configuring your business in our secure system, adding advisors and their seats, setting up personalized templates, importing client data or past meeting records, and making sure integrations are working smoothly. It’s not just turning on an account — it’s getting your firm ready to use Infinasum from day one with everything in place.

Still have Questions?

Let’s talk. We’ll show you exactly how Infinasum fits into your workflow.

Get a guided walkthrough of the platform.