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Tools - ActiFi Roadmap®
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.
Used by Some of the World's Best Financial Institutions with Their Advisor Clients:
Roadmap is a first-of-its-kind online strategic planning tool that takes high-level business objectives and, through a series of intuitive choices, helps you and your advisor/rep client "drill down" to tactical-level recommendations.
Roadmap will help you help your advisors build a more successful, efficient, and profitable practice by taking the guesswork out of planning. What used to take hours or even days can now take minutes. Your advisor clients will know exactly what they need to do to accomplish a goal and who is going to do it at their firm, and Roadmap enables you (and them) to track and monitor progress.
Watch the ActiFi Roadmap for Institutions Video
Helping Advisors Build More Effective, Efficient, and Profitable Businesses
Deliver High-Quality Advice Based on Best-Practices, With Every Advisor, Every Time.
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Start by choosing a high-level business objective (for example, increase revenue or reduce risk).
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Choose a mid-level and then a detail-level objective/strategy that is tied to your core business objective.
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As you choose various strategies attached to each objective, you further drill down to the tactical level.
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Enter the specifics of your goal (for example, how much new AUM you would like to achieve by what date).
- Assign the tactics associated with each strategy to members of your team.
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Roadmap creates a report with best-practice ideas directly tied into your goals and personalized to your practice.
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Print, email, and share Roadmap reports. Build a library of Roadmaps and create new ones on a regular basis as part of goal setting.
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Use the Roadmap Goal Tracking section to monitor your progress and ensure that you meet your objectives.
- Enter financial data and Roadmap's Benchmarking Tool will compare against firms with similiar models, so you can see the impact of business decisions.
With Roadmap, you deliver your best-practice content in a way that ensures your advisor implements recommendations, and achieves business results. |
Roadmap High-Level Objectives - Click to Enlarge
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Roadmap Strategy/Tactic Selection - Click to Enlarge
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Roadmap Goal Tracking - Click to Enlarge
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Customized with Your Brand and Content - Build Meaningful Relationships
Provide Value to Your Advisor Clients, Increase Their Profitability, and You'll Increase Your Profitability.
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Roadmap can be completely configured with your institution's brand and content. You've already invested in creating best-practice material. Now leverage Roadmap to deliver your content intuitively and interactively.
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Ensure that your client service team delivers the same high quality "coaching" every time.
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Take the guesswork out of helping your clients achieve business success.
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Foster open communication with your advisor clients. Leverage Roadmap to learn about your clients' key objectives and help them craft a plan.
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Roadmap Institutional Reporting - Click to Enlarge
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Roadmap Client Aggregate Goal Chart - Click to Enlarge
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Take the Guesswork Out of Client Planning
Knowing what is important to your advisor clients is obviously critical as you design and offer new products and services. You hold focus groups, conduct surveys, and get feedback from your client service team before you launch new initiatives. But what your clients say is important and what they really do on a day-to-day basis can differ.
With Roadmap, you'll have insight into the "minds" of your advisor clients because you'll see exactly what goals and objectives they're working on at any given moment. With Roadmap's Manager Dashboard, you can see aggregate reports on the goals and objectives that your clients are working on, and drill down to the individual client level if you wish. You can then use this data in your strategic planning to help ensure that your future offerings match the needs of your client base.
Note that ActiFi has existing, exclusive Roadmap Agreements for different areas of the financial services indsutry. To see if Roadmap is available to your financial institution and for more information, contact ActiFi today.
