Infinity Financial Deploys on the Alternative Investment Exchange (AIX) Platform
October 11, 2022 | AIX
Alternative Investment Exchange (AIX), the platform making it easy to buy, own, and sell alternative investments, announced that Infinity Financial Services (“Infinity”) is now live on AIX’s alternative investment platform. As an independent broker dealer dedicated to building a robust alternative investment platform for high-net-worth advisors, Infinity’s debut is a testament to the fast, powerful, and intuitive alt investment environment AIX supports.
Infinity sets the bar in providing tech-enabled solutions to financial advisors who allocate alts into their clients’ portfolios. Infinity optimizes functionality that is essential to advisor success such as ease of use, operational efficiency, regulatory compliance, and cybersecurity, among other concerns.
Infinity has constantly challenged historical practices in the name of creating better experiences for their financial advisors and clients – all while enhancing compliance. One innovative aspect of their strategic practice has been to introduce a re-factored pre-trade approval workflow. Traditionally, an advisor recommending a new alternative investment to a client generally completes documentation, gathers client signatures, and forwards paperwork to compliance for review. In situations where compliance does not approve an investment request, advisors must explain to their client and start anew.
Recognizing the client exposure inherent in this process, Infinity turned to AIX to facilitate a pre-trade compliance approval process. In Infinity’s reimagined process, essential information is provided to the compliance team for pre-approval and advisors only propose the investment to their client after receiving supervision consent – avoiding uncomfortable client conversations centered upon re-work.
“We continuously strive to improve the experience of our advisors and their clients. With AIX, we have been able to supercharge efficiency and radically improve alt investment processes,” explained Greg Gilbert, President, CEO, and CCO of Infinity Financial Services. “Our automated pre-trade compliance workflow is just one example of the innovative approaches we offer advisors and is a testament to the capabilities that can be powered by the AIX platform.”
Infinity was founded by Greg Gilbert in 2007 to offer a breadth of services and dynamic culture that independent financial advisors would appreciate. The firm’s advisor practice management services offer an array of asset management, brokerage, insurance, financial planning, benefit plans, insurance, and risk management services. Today, Infinity transacts nearly $350 million annually in alternative investments for its clients.
“Greg and his team have established a state-of-the-art alt investment environment that supports and attracts sophisticated advisors looking to serve the best interests of their clients,” added Brad West, AIX COO. “Infinity leverages the AIX platform as a competitive advantage that ensures its financial advisors can apply their time and focus to revenue-generating activities. This is best for Infinity, best for their advisors, and best for their clients.”
Both AIX (booth #34) and Infinity are exhibiting at this week’s 2022 ADISA Annual Conference & Trade Show at The Cosmopolitan in Las Vegas.
About AIX:
Alternative Investment Exchange (AIX) is an end-to-end digital platform purpose-built to improve the processes related to buying, owning, and selling alternative investments. AIX’s technology reduces friction, mitigates risk, and creates value across all alternative investing stakeholder groups – wealth managers, asset managers, custodians, transfer agents, and fund administrators. By evolving beyond documents to make data the connective tissue between alternative investment players, AIX makes it easier to conduct business and accelerate industry growth. For more information, please visit aixplatform.com or LinkedIn: linkedin.com/company/aix-alternative-investment-exchange.
AIX Media Contact:
Mark Tordik
Broadpath for Alternative Investment Exchange (AIX)
215-644-6503
mtordik@broadpathpr.com
