INFINET OVERVIEW | Osaic Institutions

Infinex is the only broker-dealer committed to delivering advanced technology specifically for the bank and credit union channel.

Infinet, our proprietary platform, was designed from start to finish with your unique needs and goals in mind.

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INFINET DASHBOARD

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!

Customizable

Widgets

35+

Easy "Drag-and-Drop"

Functionality

Dashboard

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

CRM

CLIENT CARDS

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

Client Cards

Features

EZAnnuity

EZAnnuity simplifies how you process, service, and maintain annuities. Place direct orders for many popular annuity products and use electronic signature options to streamline the entire process for you and your clients.

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Digital Solutions Center

Directly from Infinet, access a robust, turn-key marketing and communication portal with full branding capabilities, pre-approved client newsletters, social media posts, market updates, calculators, videos, and more.

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Guided Portfolio Solutions

Infinex's digital advice platform was designed to meet the needs of clients across the wealth spectrum. Integrated account opening and easy to use functionality delivers the digital experience your clients want.

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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

Reports

Client Connect

CLIENT CONNECT

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

Demo

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.