Increase Speed and Efficiency by 10X

Save Time, Save Money, Build Trust

Maximize every meeting with AI-powered notes, summaries, follow-ups and action plans to move you and your clients forward fast.

Screenshot of a web-based meeting summary report for Jamie Henderson, including meeting date, duration, and key points about financial planning, cash flow concerns, emergency savings, and retirement contributions, with navigation options on the left sidebar.

Built for Advisors Who Value Their Time

Infinasum adapts to your practice - documents can be tailored to suit your advisors style and formatting

In just 1 minute you get:

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Pre-Meeting Briefs & Talking Points

Walk into every meeting like you’ve studied all night. Infinasum prepares a sharp, AI-generated brief that includes key client history, compliance alerts, talking points, and reminders—so you show up confident, focused, and in control.

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Full Client History, Instantly

Stop digging. Start advising.
Infinasum pulls your entire client journey it’s like having a second brain that never forgets.

  • Goals & Objectives

  • Client Profile

  • Financial Snapshot

  • Challenges & Pain Points

  • Meeting Highlights

  • Advisor Insights & Opportunities

  • Communication Style Notes

Upload a Meeting, Get All This in 5-10 Minutes:

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Crystal-Clear Meeting Summaries

No more scattered notes or fuzzy memories.
Our AI distills the entire conversation into structured, skimmable insights with every number recorded—so you can stay on track, stay compliant, and stay connected to what really matters.

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Complete Meeting Notes—Captured Automatically

Never worry about missing details again.
Every meeting is logged in a structured notes tab, so you have a reliable record at your fingertips. Stay compliant, save time, and revisit the conversation anytime—without scrambling through scattered notes.

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Action Plan, Ready Instantly

Turn every conversation into a clear path forward.
Our AI builds a structured plan with actionable suggestions, compliance and risk alerts and more —organized, prioritized, and client-ready. No more guessing what comes next. You and your clients always know the next move.

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Personalized Follow-up Email, Done For You

Infinasum’s AI automatically turns your conversation into a client-ready follow-up email that’s professional, accurate and tailored. Give your clients peace of mind with fast, personalized emails straight after they leave the meeting.

Stop Letting Admin Work Steal Your Hours

Infinasum Changes That

With intelligent automation built for financial advisors, you’ll reclaim your time, and redirect your focus to high-value, high-impact work.

  • No more replaying meeting recordings just to find one missing detail

  • No more last-minute prep stress - full notes ready in 1 minute.

  • No more mental fatigue from repetitive admin work

Secure & Compliant by Design

SOC 2–Ready. Zero-Trust Architecture.

Infinasum isn't just secure. It's engineered to meet the complex regulatory and compliance needs of modern advisory firms—without compromising speed or simplicity.

Compliance Checklist Summary

Covered?

Category

Infrastructure Security

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Organizational Security

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Product Security

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Internal Procedures

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Data & Privacy Controls

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    Regulatory Alignment

    Aligned with SEC, FINRA, GDPR, and U.S. financial data protection standards.

  • A graphic icon of a user profile webpage with a locked padlock symbol, indicating a secure or private account.

    Zero-Trust Security Model

    We don’t assume trust, we verify everything. Infinasum enforces identity-based access, granular permissions, and full audit trails across every session.

  • Icon of a document with a padlock, representing security or privacy.

    Encryption at Every Layer

    Data is encrypted in transit and at rest—so your information is safe whether it's moving or stored.

  • Illustration of a server rack with two server units and connected cables.

    SOC 2–Compliant Infrastructure

    Hosted on enterprise-grade cloud platforms with SOC 2 Type II certification. Your data lives in environments tested and trusted by the world’s most security-conscious institutions.

  • Two hands holding a gear or cog symbol, representing support or management.

    Compliance Automation

    From meeting records to communication trails, Infinasum helps you maintain a clean, review-ready compliance log, automatically.

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    Organizational Safeguards

    Security training, background checks, and strict internal protocols ensure your data is safe from the inside out.

Why It Matters

Behind every advisory firm is a mission:

Serve your clients. Grow your practice. Protect their trust.

But admin work, compliance noise, and scattered communication gets in the way.

Infinasum brings clarity, speed, and control, so you can do more of what matters most.

Screenshot of a financial advisory platform showing a meeting summary by Jamie Henderson, with sections on money-saving suggestions and risks and compliance alerts, featuring a sidebar menu with options for home, market summary, new client, clients, meetings, and settings.

  • Time is your most valuable asset, and Infinasum gives it back.
    Automate summaries, emails, action plans, and briefs so you can focus on high-value tasks, not repetitive admin.

    • Less time typing.

    • More time advising.

  • Consistency creates confidence.
    With faster follow-ups, well-prepared meetings, and proactive communication, clients feel heard, valued, and cared for.

    • Your clients get better emails.

    • You show up sharp, informed, and ready, every time.

  • No more scrambling to document meeting notes or track regulatory risks.
    Infinasum builds the compliance trail in the background, so you're always covered, and always audit-ready.

    • SEC, FINRA, and GDPR-aligned

    • Auto-organized, searchable, and secure

 Frequently Asked Questions (FAQs)

  • It’s simple. When a meeting wraps up, you upload the audio file into Infinasum. Within minutes, you’ll receive a polished meeting summary, advisor notes, a structured action plan, and even a draft client follow-up email—all tailored to financial services standards.

  • Yes. Every file and output is encrypted in transit and at rest. Access is controlled, logged, and auditable, with infrastructure designed to meet SOC 2–style security expectations. We keep the platform continuously updated to stay ahead of evolving risks, and we’ll work directly with your compliance or IT team to align with firm policies.

  • Infinasum is built with compliance in mind. Meeting summaries and notes are stored with clear audit trails, so you have records to reference whenever needed. Advisors can highlight disclosures, risks, or client statements, ensuring nothing slips through the cracks. The system makes compliance less of a burden and more of a natural part of your workflow.

  • Every advisor’s meeting notes are generated directly from the uploaded audio, and Infinasum tailors the tone and structure to match different advisor needs. Whether it’s notes, summaries, or client follow-up drafts, each output is designed to feel personalized and professional. The goal is speed and accuracy: you spend less time typing and more time advising.

  • During onboarding, we can help integrate your existing client documents into Infinasum so you start with a smooth, organized setup. This ensures your prior data flows naturally into the tool from day one. After onboarding, Infinasum is designed to work independently alongside your CRM—without requiring ongoing integrations or adding complexity. Advisors simply upload a meeting audio file and, within minutes, receive high-quality summaries, notes, and action plans. By keeping the process simple, Infinasum gives you clean, decision-ready information that improves workflow efficiency.

  • The Action Plan distills each meeting into structured, decision-ready sections. Advisors receive immediate next steps, growth opportunities, money-saving suggestions, and potential risks, all laid out in a clear and professional format. It also captures client insights—such as preferences, concerns, and emotional cues—so follow-up conversations can be more personal and effective

Elevate Your Entire Practice

Infinasum isn’t just about saving time, it’s about leveling up everything you do.

When your meetings are sharper, your follow-ups are instant, and your compliance is seamless, you don't just look more professional.

You become the advisor your clients trust more, refer more, and stay with longer.