Scalable Practice Management Software and Solutions
ActiFi™is a software solutions company focused on delivering scalable practice management programs to the financial services industry. By implementing our proven people, process, and technology solutions based on research, best-practices, and industry benchmarks, ActiFi's clients run more effective and profitable businesses. Learn more.
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Too many people are left out when it comes to receiving expert financial and investment advice. By helping financial advisors run better businesses, ActiFi ultimately ensures that more people receive the assistance they need to live their financial dreams.
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ActiFi and You
If You're a Financial Advisor ...
Whether you're an advisor looking to transition to your own practice or one looking to increase your firm's profitability, ActiFi can help you build a world-class business. learn more
If You're a Financial Institution ....
Whether it's recruiting new advisors or enhancing practice management offerings, ActiFi has a software solution to help you hit your revenue goals. learn more
What's New
ActiFi/FPA Release CRM Research Study
Learn More Posted | 2/3/10
ActiFi Launches Know More! Program
Learn More Posted | 1/15/09
Roadmap Users see Incredible Growth
Read the Article Posted | 12/21/09
TD Ameritrade Licenses ActiFi Evaluator
Learn more Watch Video Posted | 9/24/09
See more ActiFi in the News
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