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

Choose Your Plan

Starter

$99

/month per seat

For advisors just getting started.

  • Core Infinasum Features

  • Meeting Summaries

  • Meeting Notes

  • Follow-up Email Drafts

  • Action Plans

  • Pre-meeting Briefs

  • Full Client History Overview

  • Full Security and Compliance Safeguards

  • Daily Market Insights

Starter Onboarding

One-time payment of $199 per seat

  • Secure account provisioning

  • Firm-level setup

  • Compliance configuration

Get Started
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Professional

$139

/month per seat

Designed for advisors that require optimal efficiency at scale.

Everything in Starter +

  • Personalized docs to advisor’s specific voice/style/preferences

  • Priority Support

  • Unlimited AI Usage

Your practice, elevated. Full functionality and best value.

Professional Onboarding

One-time payment of $299 per seat

  • Secure account provisioning

  • Firm-level setup

  • Compliance configuration

  • CRM integration

  • Tailored onboarding preferences

Get Started

Common Problems vs Infinasum Solutions

Automated Meeting Docs

  • Meeting Summaries – Accurate and structured summaries generated in minutes

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

  • Full Meeting Notes – Compliant and detailed notes

  • Action Plan – Planning and insights to give every advisor a head start

You can save 1 - 2 hours of time every meeting, and never miss a detail

❌
“I spend too much time trying to write quality client reports”

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, client sentiment and compliance notes

  • Full Preparation – Walk into every meeting sharp, knowing everything about your client

Turn stress and mental fatigue into structure with smarter prep

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

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

❌
“I’m worried about compliance across my practice”

 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.

  • Onboarding covers the process of setting up your entire practice within Infinasum’s secure system. Each advisor account is configured for compliance, connected to its own encrypted Google Drive storage, and integrated with your CRM and workflow preferences.

    We also perform full security and compliance checks, customize your document templates (pro plan), and test every workflow to ensure everything runs smoothly from day one.

    This one-time onboarding fee covers the time and technical work needed to make sure your firm is fully prepared to use Infinasum confidently and compliantly from the start.

Still have Questions?

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

Learn More

Get a guided walkthrough of the platform.