ActiFi™ is a software and solutions company that creates scalable business execution programs for the financial services industry. ActiFi's proprietary solutions and technology, combined with extensive industry experience, help advisory firms prioritize and translate high level business objectives and goals into executable plans and processes. Through a comprehensive program of Assessment, Envisioning, Planning, Executing, and Monitoring, ActiFi helps translate ideas into reality, enabling financial advisors and institutions to provide world-class, integrated advice to clients more effectively and profitably.
ActiFi's core software products allow financial services enterprises to scale practice management programs, ensuring that the enterprise's advisors/representatives receive consistent, proven, best-practice recommendations with comprehensive accountability and reporting tools. ActiFi's training division teaches both enterprise and advisory firms how to grow their businesses through proven and innovative sales, marketing, and operational techniques. ActiFi's consulting services assist both enterprise and advisory firms in identifing business growth, efficiency and technology opportunities and helps firms implement programs that fulfill key business objectives. ActiFi is also recognized as the industry leader in advisory practice management and technology research.
Specialties
financial services strategy, process, people, technology, planning, process, workflow, sales training, marketing, practice management
