Your Infinet Dashboard allows you to manage your business and your day all from one place. View your production, advisory snapshot, action items, maturing annuities, important announcements, upcoming client birthdays, and more, all on a single screen. Set-up your Dashboard in a way that works best for you and your practice!
CLIENT CENTRAL: CRM
Client Central is Infinex's digital filing cabinet and Customer Relationship Management (CRM) system. Access all the tools necessary to connect with client data, improve processing, and add more time to your day. The system was built to accelerate your productivity by helping you make the most of your daily schedule and allowing you to spend more time with your customers.
Your Virtual Filing Cabinet
Leverage Marketing Opportunities & Mine Your Book
Client Cards allow you to see everything you need to know about a client including their contact information, relationships, accounts, suitability, documents, and more. Directly from their contact card, access performance reports, saved transactions, marketing suggestions, and more.
All Client & Account Data in One Place
Automate Your Client Management Activities
ENHANCED WEALTH REPORTS
Infinet's Enhanced Wealth Reports consolidate account data into one place, allowing users to easily present a comprehensive view of a client's financial picture. Spend less time preparing for meetings and more time planning for enriching client support and interactions.
Brokerage & Direct Data Account Details
Consolidated Reports Packaged & Branded for Client Reviews
Client Connect consolidates asset information available in Infinet to allow end-clients to view their investment accounts online. Infinex’s aggregations services insure that Client Connect offers clients more information than that which is provided by product and brokerage service websites alone. Thus, Infinex’s financial institutions can offer their clients a more comprehensive view of account assets and values.
Custom Branding Capabilities
Integrated Marketing, Financial Planning, Robo Options & More
Mobile Responsive Design
REQUEST AN INFINET DEMO
To truly understand the Infinet experience and how it can help enhance your investment program, book a full demonstration of the system.
Provide your contact information and availability and we get your demo scheduled right away.