About ActiFi
ActiFi solutions enable financial advisors and institutions to provide world-class integrated advice to their clients more effectively and profitably.
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 Ranked the 29th Fastest Growing Financial Services company. |
Turning Your Business Ideas Into Reality
 ActiFi™ is a software and solutions company that creates scalable business execution programs to 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. At ActiFi, we…
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Create software and programs that deliver execution, consistency, and scalability to the management of financial advisory businesses, enabling a profitable and high-quality business improvement experience.
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Create solutions that allow financial advisors to...
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Increase the effectiveness of a financial institution's existing external growth initiatives (advisor/rep recruitment efforts) and organic growth initiatives (advisor/practice management).
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Bring clarity to the 80/20 Rule – financial institutions that use ActiFi's software know which advisors in transition will best fit the institution's model, and which existing advisors will increase profits via coaching.
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Solutions Focused on Seven Core Objectives
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Increase Profit – increase revenue, decrease expense
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Provide More Value – for clients, employees, owners, shareholders, and potential acquirers
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Create More Time – create efficiencies to work less, or increase the firm's capacity for additional clients
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Grow Revenue – improve client acquisition, client retention, and referrals
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Improve Satisfaction – improve client, employee, and/or owner satisfaction
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Offer More Expertise – new product and/or service identification and target marketing
- Decrease Risk – embed fiduciary best practices into well-defined business processes
ActiFi Philosophy
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ActiFi always starts with people first – what their skills are and how they like to work.
Next, ActiFi introduces process efficiencies that help people improve their performance.
Finally, ActiFi assesses and augments existing technologies, and/or introduces new technologies that help a practice achieve its business objectives. |
