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ActiFi Overview
ActiFi enables financial advisors and institutions to provide world-class integrated financial 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
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ActiFi™ is a software and 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.
ActiFi’s proprietary solutions and technology, combined with extensive industry experience, helps 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 leverages what it learns working directly with advisors and through ActiFi’s advisor technology research program to develop enterprise-level practice management software. When an enterprise deploys an ActiFi custom-licensed solution, it provides its advisors business success programs that are trackable, and that hold all parties accountable to results. ActiFi’s solutions help advisors with business model transitions, process and workflow mapping and implementation, client prospecting and service, strategic planning, and marketing. |
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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. Then ActiFi instroducing process efficiencies that help people improve their performance.
Finally, ActiFi assesses and augments existing technologies, and/or introduced new technologoes that help a practice achieve its business objectives. |
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