The best way for Financial Advisors to succeed is to have control over their own destiny. Infinex understands there are no “one size fits all” solutions for successful investment programs. We supply the resources, programs, advice and staff to help you reach your business goals.

Whether converting from an existing firm or starting new, we initiate a Dedicated Transition Team to facilitate a seamless and a smooth transition for the advisor, the financial instituion and their end clients. We credit our 4.51* Customer Satisfaction Rating to our high-touch service and support.

We provide:

We customize every phase of our clients' programs and provide tailored, specific, in-field support with value-added sophisticated solutions. With our knowledgeable team and commitment, we choose to actively participate in helping our clients succeed. Simply put, we are in this together; we are committed to offering the professionals, technology, passion and dedication to help you meet your financial goals.

*From a 5 Star Rating, Infinex Average Quarterly Survey results third quarter 2013. 

Access to:

  • A wide range of products and services
  • In-Field Support
  • Ongoing Education
  • Technology