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.