Financial Services

Infinata’s financial services offerings include premium subscription based products and a professional services division which turns information into insight by developing web-based dashboard and reporting platforms to unlock the value of a client’s data.

Retirement PlanVision

401k prospecting solution that integrates and analyzes sponsor, fee, plan, fund, and performance data from more than 1.5 million corporate retirement plans in the U.S.

  • Plan profiles contain contact information for plan decision makers, benchmark performance, intermediaries and their fee information
  • Configurable lead lists visually highlight all potential opportunities including plan design flaws, fund opportunities and more
  • Subscribers are able to advance sales cycles and better pursue prospects with detailed and reliable fund information
Who Benefits?
  • · Retirement Financial Advisors
  • · TPAs
  • · Asset Management Firms
  • · Broker-Dealer Firms

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High Net Worth Insight

Actionable intelligence on executives with more than $250,000 in liquid net worth

  • Featuring dozens of precise search filters and daily email alerts, subscribers identify new prospects who meet their ideal client profile
  • Each executive profile contains contact details, wealth score, job change alerts, upcoming options expirations, real estate holdings, network referrals, foundations, endowments and personal interests
  • Network profiles enable subscribers to generate warm introductions
  • In addition to finding new clients, advisors use High Net Worth Insight to track existing clients and their businesses
Who Benefits?
  • · Financial Advisors
  • · Asset Management Firms
  • · Private Wealth Advisors
  • · Custodial Firms
  • · Luxury Providers

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