Solutions for Custodians/Clearing Firms

As a custodian, you need to find ways to provide value to your advisor clients. Are your advisors asking for your help in growing more successful, profitable businesses? Have you invested in a client relationship, account management, or practice management team and if so, do you need tools to enable them to serve clients in a consistent, effective manner with in-depth benchmarking, reporting, and accountability tools? If you answered yes to any of these questions, then you might benefit from Roadmap.

Roadmap

Leverage your institutional business success expertise and content. Arm your advisor relationship/coaching team with a completely customizable online business planning program that enables superior and scalable practice management, with built-in task accountability, goal tracking, on-demand benchmarking, and roll-up reporting.

• Learn more about Roadmap, and how it can help advisors build better businesses.
  
  

Business Evaluator

Eliminate much of the guesswork for an advisor interested in becoming an RIA and aligning with your firm. Arm your advisor recruitment sales teams with a configurable online suite of tools that helps advisors make wise business decisions, and helps your team help advisors make a very smooth transition to your platform.

• Learn more about Evaluator, and how it can improve your recruitment program.
  
  

Know More! Client Relations Program

Want to endear yourself to your advisors? Help them generate more leads that become clients, and help them provide more value to existing clients. Do one, or both, and you increase your advisors' bottom line (and yours). Know More! is a world-class training program complete with customized online tools that brings the training to life, and dramatically enhances your brand and value.

• Learn more about Know More! and how it can improve your advisors' performance.
  
  

Going Independent

When an advisor chooses to go independent and join your platform, the sales process can seem easy compared to the transition. From planning to managing the details, remember, it's the new advisor's first experience with your firm and it better be positive. Let ActiFi's expert team help you help your advisors make a smooth transition.

• Learn more about how ActiFi can help advisors smoothly transition to your platform.
  
  

Enterprise Consulting

What are best practices as they relate to financial advisor processes, technology, marketing, sales, and more? ActiFi works with some of the world's top financial services institutions and can help you solve your challenges in new, fresh ways.

 

• Learn more about how ActiFi can help bring your business goals to life.
  

Keynotes and Seminars

Motivational and practical programs for your conferences are often hard to come by. The typical motivational speaker has little knowledge of the financial services industry. Those with industry knowledge often lack the speaking ability to motivate. ActiFi features a team of world-class presenters, rated by firms as the top in the industry.

• Learn more about how ActiFi can help make your next conference the best ever.