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AIX Announces Integration with Infinity Financial Services

Alternative Investment Exchange, a financial technology services provider focused on non-traded alternative investments, announced that Infinity Financial Services is now live on AIX’s alternative investment platform.

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Alternative Investment Exchange, a financial technology services provider focused on non-traded alternative investments, announced that independent broker-dealer Infinity Financial Services is now live on AIX’s alternative investment platform.

“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,” said Greg Gilbert, president, chief executive officer and chief customer officer 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 Gilbert in 2007 with the firm’s advisor practice management services offering an array of asset management, brokerage, insurance, financial planning, benefit plans, insurance and risk management services. 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 chief operations officer. “Infinity leverages the AIX platform as a competitive advantage that ensures its financial advisors can apply their time and focus to revenue-generating activities.”

Alternative Investment Exchange is an end-to-end digital platform that claims to improve the processes related to buying, owning, and selling alternative investments.

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