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INFINEX TECHNOLOGY- INFINET

Infinex’s new proprietary platform, Infinet, was designed from start to finish with your unique needs and goals in mind. We are the only broker-dealer committed to delivering advanced technology specifically for the bank and credit union channel.

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Many broker-dealer platforms focus on the demands of independent financial professionals or include disparate systems that were poorly patched together. Infinet, on the other hand, provides a specialized user experience with the exact tools you need to drive revenue.


With a few simple clicks, manage clients through a robust suite of CRM features, initiate print and digital marketing campaigns, generate detailed client reports and impressive financial plans, learn how to grow fee-based business and more - all from one fully integrated system!

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LOOKING FOR AN INTERACTIVE INFINET DEMO?

To access an interactive Infinet Demo, contact us now! We look forward to showing you all Infinet has to offer!

As the only broker-dealer platform created specifically for the bank and credit union channel, Infinet offers a

one-of-a-kind experience. 

Securities and investment advisory services are offered through the firms: Osaic Wealth, Inc., Triad Advisors, LLC, Osaic Institutions, Inc., and Woodbury Financial Services, Inc., broker-dealers, registered investment advisers, and members of FINRA and SIPC. Securities are offered through Securities America, Inc., American Portfolios Financial Services, Inc., and Ladenburg Thalmann & Co., broker-dealers and member of FINRA and SIPC. Advisory services are offered through Arbor Point Advisors, LLC, American Portfolios Advisors, Inc., Ladenburg Thalmann Asset Management, Inc., Securities America Advisors, Inc., and Triad Hybrid Solutions, LLC, registered investment advisers. Advisory programs offered by FSC Securities Corporation, Osaic Wealth, Inc., Securities America Advisors, Inc., Triad Advisors, LLC., and Woodbury Financial Services, Inc., are sponsored by VISION2020 Wealth Management Corp., an affiliated registered investment adviser.

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