ActiFi is well respected by the financial services industry press and the general press, and ActiFi personnel are frequently sought after for their opinions on the financial services world. In addition, ActiFi Research is considered highly objective and accurate, and it is often cited by financial services organizations in their own reports and proposals, and by the media.



Want Sustainable Advisory Firm Growth? Automation is the Key

4 New Advisor Tech Trends

Some Advisors Have Trouble Going With The Flow

Five Technology Trends that are Reshaping the Industry

FAStech, Software Debuts, And A Robo-Advisor: Another Successful T3 Advisor Tech Conference

T3 2014: SEI enters the integration arms race through strategic partnerships with Redtail Technology, MoneyGuidePro, and ActiFi

SEI, Redtail Technology, ActiFi, And MoneyGuidePro Announce Innovative Advisor Workflow Partnership

The Price You Pay for Poor Management

Pershing and ActiFi Provide New Guidance and Best Practices for Selecting and Optimizing CRM Technology

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Dig Further into Social Media ActiFi’s Sam Richter Offered Online Searching Tips at the FPA Business Solutions Conference

Tech Trends and Implications: How Financial Planning is Adapting A roundtable discussion with some of today’s foremost technology experts, including ActiFi’s Spenser Segal

Tips for Designing Workflow Automation Spenser Segal talked about Workflow Automation at the TD Ameritrade Institutional National Conference

Wisdom From ‘Beyond Buzzwords’ Practice Management Roundtable from AdvisorOne

Beyond Buzzwords: A day-long roundtable discussion with practice management experts in the advisor space from AdvisorOne

Pursuing Practice Excellence: The Advisor Perspective from AdvisorOne

Pursuing Practice Excellence: The Industry Perspective from AdvisorOne

Pursuing Practice Excellence: Where Advisors and Their Partners Part Ways from AdvisorOne

First Steps in Tech Overhaul – Post-it Notes

Using the Web to Land More Clients

Tech Execs Look to the Future_ TD Ameritrade Conference

Six Steps to Creating a ‘Stop Doing’ List to Increase Firm Capacity

10 Top Tech Trends for BDs


Press Releases

ActiFi and Advisor Impact Introduce New Client Engagement Program

Powerful Strategic Alliance Leverages Voice of the Client for Deeper Relationships
and More Effective Business Development

Plymouth, MN [December 3, 2014] – ActiFi today announced the launch of ActiFi Client Engagement, a unique program that combines the power of robust client feedback with the tools, support and resources to build more engaged and profitable client relationships. ActiFi Client Engagement will be powered by the Client Audit, Advisor Impact’s industry leading client feedback program.  Read more below…

Read past press releases...


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