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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.

Articles   April 2012 AdvisorOne Top 10 Tech Trends for Advisors and Their Partners: Part 1, the Big Picture - by Spenser Segal     Inside Information At the SSG Conference, Spenser Segal offered a five-step process for selecting software solutions for your office ----------------------------------------------------------------------------------------------------------------------   March 2012 InvestmentNews Spenser Segal talked about developing processes and using technology at the 2012 FPA Business Solutions Conference ----------------------------------------------------------------------------------------------------------------------   Feb 2012 AdvisorOne Spenser Segal participated in roundtable discussion at TD Ameritrade Conference ----------------------------------------------------------------------------------------------------------------------   Jan 2012 AdvisorOne Spenser Segal Suresh Kumar and Ron DePoalo came up with a List of 10 Top Tech Trends for BDs     AdvisorOne Quote of the Growth Stat of Roadmap by Tom Bradley     AdvisorOne Spenser Segal will be at the FSI's Annual OneVoice conference ----------------------------------------------------------------------------------------------------------------------   Dec 2011 InvestmentNews TD Ameritrade Institutional has completed an agreement with Actifi Inc. to build automated workflows for TD's Veo Open Access Platform     RIABiz Spenser Segal will be at the SSG Service Conference in San Diego Feb 27 to March 2     AdvisorOne AdvisorOne, ActiFi Seek Advisor Input on What Works in Practice Management     TECHdotMN ActiFi back in the black ----------------------------------------------------------------------------------------------------------------------   Nov 2011 AdvisorOne Practice Management Primer, Pt. 7:Putting the Model Into Action     FP Pad Benefit from the AdvisorOne and ActiFi advisor practice management study     AdvisorOne Practice Management Primer, Pt. 6: How to Benchmark Your Firm ----------------------------------------------------------------------------------------------------------------------   Oct 2011 AdvisorOne Practice Management Primer, Pt. 5: Accurately Measure Your Success     AdvisorOne Practice Management Primer, Pt. 4: Give the Right Tasks to the Right People     AdvisorOne ActiFi's Spenser Segal featured in the October 2011 Issue of Research Magazine ----------------------------------------------------------------------------------------------------------------------   Sept 2011 AdvisorOne An article on ActiFi Business Evaluator tool and advisor trends     AdvisorOne Practice Management Primer, Pt. 3: Translating Goals Into Actionable Tasks     AdvisorOne Spenser Segal mentioned in an article discussing the technology roundtable at the FPA San Diego Conference     RIABiz ActiFi featured in article regarding technology evaluation tools     AdvisorOne Practice Management Primer, Pt. 2: Assessing Your Practice, Setting Meaningful Goals ----------------------------------------------------------------------------------------------------------------------   August 2011 AdvisorOne Article by ActiFi's Spenser Segal on What is Practice Management ----------------------------------------------------------------------------------------------------------------------   July 2011 AdvisorOne Article by ActiFi's Spenser Segal discussing the ActiFi 2011 Advisor CRM Survey Results     Reuters Worldox Ranks #1 for Flexibility among Document Management Systems in ActiFi's Report     Investment News ActiFi's Peter Herzog mentioned in an article about the importance of encryption ----------------------------------------------------------------------------------------------------------------------   June 2011 FP Pad FPA and ActiFi Publish Document Management Software Technology Report     AdvisorOne New AdvisorOne Tool from ActiFi Offers Free Business Evaluations     Financial Planning Article reviewing Spenser Segal's presentation at the Pershing INSITE Conference     Advisor One Choosing Software That Works for Your Advisory Firm - Part 7: The Keys to Success ----------------------------------------------------------------------------------------------------------------------   May 2011 Insurance News New Assessment Tool from TD Ameritrade Institutional     AdvisorOne Spenser Segal, ActiFi: The Extended 2011 IA 25 Profile     Investors.com ActiFi's Spenser Segal interviewed in an article about sticking to principles     AdvisorOne Choosing Software That Works for Your Advisory Firm-Part 6: Monitor     AdvisorOne Choosing Software That Works for Your Advisory Firm-Part 5: Execute     Star Tribune ActiFi's Spenser Segal is listed on the 2011 IA 25     FA Magazine ActiFi's Spenser Segal interviewed in an article discussing custodial practice management offerings     AdvisorOne ActiFi's Spenser Segal is listed on the 2011 IA 25     Finance & Commerce ActiFi's Spenser Segal named leader in investment advisers ----------------------------------------------------------------------------------------------------------------------   April 2011 AdvisorOne Choosing Software That Works for Your Advisory Firm-Part 4: Plan     AdvisorOne Choosing Software That Works for Your Advisory Firm-Part 3: Envision ----------------------------------------------------------------------------------------------------------------------   March 2011 AdvisorOne Choosing Software That Works for Your Advisory Firm-Part 2: Assess     Investment News FPA-ActiFi Adviser Technology Reports: Portfolio Management Edition available     FP Pad Get the Latest FPA-ActiFi Technology Report on Portfolio Management Software     AdvisorOne Read introduction to Choosing Software That Works for Your Advisory Firm by ActiFi's Segal     The Client Driven Practice A post discussing Sam Richter's presentation Know More! Referrals     On Wall Street See photos from the 2011 FPA Business Solutions conference in Boston     FA Magazine See photos from the 2011 FPA Business Solutions conference in Boston     On Wall Street A review of a presentation by ActiFi's Sam Richter in Using the Web to Land More Clients ----------------------------------------------------------------------------------------------------------------------   Feb 2011 AdvisorOne ActiFi's Spenser Segal discusses 6 Steps to Creating a 'Stop Doing' List to Increase Firm Capacity     Investment News Brian Stimpfl Mentioned on People on the Move     Investment News Navigating the CRM labyrinth     AdvisorOne TD Ameritrade Conference: ActiFi CEO Segal on Selecting the Best Advisor Software ----------------------------------------------------------------------------------------------------------------------   Jan 2011 AdvisorOne ActiFi's Spenser Segal discusses how technology will impact the advisor-client relationship     StarTribune ActiFi's Spenser Segal interviewed in article on fiduciary standard     The Olympian ActiFi's Spenser Segal interviewed in article on fiduciary standard     AdvisorOne Brian Stimpfl Joins ActiFi as Senior VP     Investment News Brian Stimpfl, longtime TD exec, joins indie software company     RIABiz Brian Stimpfl resurfaces in an entrepreneurial mode ----------------------------------------------------------------------------------------------------------------------   Dec 2010 CNBC ActiFi Launches a Customized Financial Benchmarking Tool     AdvisorOne As Markets Improve, Holidays Prime Time to Re-Engage With Clients     Financial Planning LIVE FROM IMCA: Advisors Must Focus on People Over Process, Technology     FA News Industry Leaders Have Their Say on White Paper     Inside Information Newsletter ActiFi has created a way to make the whole confusing process of delegation clear and simple ----------------------------------------------------------------------------------------------------------------------   Nov 2010 AdvisorOne How Advisors Can Translate Good Ideas Into Action, Using Behavioral Wisdom     AdvisorOne Over- vs. Under-Engineering: Getting the Most Out of Your CRM     Financial Planning ActiFi's Spenser Segal talks about technology integration ----------------------------------------------------------------------------------------------------------------------   Oct 2010 FA News Compliance and the Holistic Practice     Journal of Financial Planning Game-Changing Technologies: Be Anywhere, Know Everything     Financial Planning Three of the most important practice management ideas ----------------------------------------------------------------------------------------------------------------------   Sept 2010 RIABiz Spenser Segal commented in article about automating wealth management     Investment Advisor ActiFi Rolls Out Benchmarking App to Zero Alpha Group     Wealth Manager ActiFi Rolls Out Benchmarking App to Zero Alpha Group ----------------------------------------------------------------------------------------------------------------------   July 2010 Investment Advisor TD Ameritrade Rolling Out Data Integration Plan for Tech Platform     Investment Advisor Second FPA-ActiFi technology report available     Practice Management Center Are You Getting the Most from Your Financial Planning Software?     ResearchMag 10 Ways Forward-Thinking Advisors are Systematically Engaging Clients ----------------------------------------------------------------------------------------------------------------------   June 2010 Investment Advisor TD Ameritrade Skip Schweiss interviewed - mentioned ActiFi ----------------------------------------------------------------------------------------------------------------------   May 2010 Inside Information Newsletter A comprehensive look at Practice Management     Practice Management Center Find the Best Financial Planning Software ----------------------------------------------------------------------------------------------------------------------   April 2010 Investment News ActiFi's Peter Herzog interviewed in article on system security ----------------------------------------------------------------------------------------------------------------------   March 2010 Registered Rep ActiFi's Jeff Haines bylines an article on transitioning     Bank Investment Consultant ActiFi's Jeff Haines bylines an article on transitioning     Research Mag ActiFi's Sam Richter interviewed in advisor social network article ----------------------------------------------------------------------------------------------------------------------   Feb 2010 Financial Advisor Story on the FPA/ActiFi CRM technology research report     Investment News Story on the FPA/ActiFi first-of-its kind advisor CRM study     Investment Advisor TD Ameritrade's success with Roadmap highlighted     Financial Planning Bob Veres interviews Spenser Segal on Roadmap for Change     Practice Management Center Spenser Segal previews the FPA CRM report ----------------------------------------------------------------------------------------------------------------------   Jan 2010 Investment News Article on Practice Management discusses TD Roadmap and ActiFi ----------------------------------------------------------------------------------------------------------------------   Dec 2009 Practice Management Center Seven Essential Steps When Considering CRM     Wealth Manager Roadmap called "practice management killer app     Bank Investment Consultant ActiFi's Sam Richter helps advisors find clients ----------------------------------------------------------------------------------------------------------------------   Nov 2009 Investment Advisor Magazine Advisor discusses using TD Roadmap ----------------------------------------------------------------------------------------------------------------------   Sept 2009 Investment News TD Ameritrade's licensed version of ActiFi Evaluator featured     Registered Rep ActiFi's Jeff Haines discusses business models for independence     Financial Planning ActiFi mentioned in article on outsourcing ----------------------------------------------------------------------------------------------------------------------   July 2009 Registered Rep ActiFi's Spenser Segal discusses how to select advisor technology ----------------------------------------------------------------------------------------------------------------------   June 2009 Inside Information Newsletter TD Ameritrade discusses ActiFi and the TD Roadmap ----------------------------------------------------------------------------------------------------------------------   April 2009 Registered Rep ActiFi's Sam Richter discusses advisor marketing strategies ----------------------------------------------------------------------------------------------------------------------   March 2009 Financial Planning Magazine Roadmap called Best Technology Reviewed ----------------------------------------------------------------------------------------------------------------------   Feb 2009 Investment News FPA Partners with ActiFi on Technology Research ----------------------------------------------------------------------------------------------------------------------   2008 Business Planning Tips TD Ameritrade Newsletter     Wealth Manager Magazine TD and ActiFi Roadmap     FPA Magazine Andrew Gluck, profiles ActiFi     Inc. BizNet ActiFi is featured     Harvey MacKay, nationally syndicated column ActiFi's Sam Richter is featured