ActiFi for Advisors

Are you a successful advisor who is ready to build the value of your business, bring on more staff, and improve the client experience? Do you see your gross income increasing but your bottom line decreasing? If you answered yes, then ActiFi has an Advisor Solution for you.

ActiFi for Institutions

Are you a financial institution looking to provide value to your advisor clients? Do you have a practice management team, a relationship team, or a sales team in need of solutions to help provide greater service to more clients? Do you need new ways to generate more revenue and increase your profits? If you answered yes to any of these questions, then ActiFi has an Institutional Solution for you.

Client Engagement

A new program from ActiFi that find sales opportunities and engages more effectively with your existing clients!

  • Would you like to know which of your clients are comfortable providing a referral? Or which clients need life insurance?
  • How about which of your clients are at risk? And, how to prevent them from leaving?

The ActiFi Client Engagement Program will give you this and much more! With three ways for you to participate, we give you unique insights into your clients…and make you more money!


The Journey to CRM Success Begins

If there is one thing that has been proven time and again through our years of consulting on CRM projects with advisory practices, it is that it is most certainly a journey. From the planning and preparation it takes to get up and running to the effort it requires to maintain progress and reach successively greater levels of usage and integration, there is a road to be navigated and there are users who need to be guided.

Recent News

ActiFi holds Volunteer Day to help out at Second Harvest Heartland food shelf.


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