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.
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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
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...
Summit Business Media’s AdvisorOne and ActiFi Launch Breakthrough Advisor Practice Management Research – November 2011
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