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

Read past articles

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

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

Collaboration Marks the First Time Workflows from a CRM System are Fully Integrated with a Financial Planning Tool and a Custodial Platform

OAKS, Pa., Feb. 10, 2014 – Four of the financial advisor industry’s leading technology and service providers today announced that they have entered into a strategic partnership to make automated workflows broadly accessible to financial advisor firms for the first time. Unlike previously available integration offerings, the strategic partnership between SEI (NASDAQ: SEIC), Redtail Technology, MoneyGuidePro, and ActiFi marks the first time that workflows from a CRM system, a financial planning tool, and a custodial platform have been fully integrated with one another. The result is a packaged workflow solution designed to increase productivity and efficiency, enhance the client experience, and ultimately increase value for advisor firms. The companies will demonstrate the capabilities the partnership provides at the industry’s 9th annual “T3” Technology Tools for Today™ Conference this week with a broader rollout slated for later this year. Read more below…

Read past press releases...


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