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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.

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Sam Richter

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(763)746-1278

srichter@actifi.com



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RegisteredRep - ActiFi client Christine Gaze of TD Ameritrade talks about Practice Management and Roadmap - May 2012
AdvisorOne - Top 10 Tech Trends for Advisors and Their Partners: Part 1, the Big Picture - by Spenser Segal - April 2012
Inside Information - At the SSG Conference, Spenser Segal offered a five-step process for selecting software solutions for your office. - April 2012
Investment News - Spenser Segal talked about developing processes and using technology at the 2012 FPA Business Solutions Conference - March 2012
AdvisorOne - Spenser Segal participated in roundtable discussion at TD Ameritrade Conference - Feb 2012
AdvisorOne - Spenser Segal Suresh Kumar and Ron DePoalo came up with a List of 10 Top Tech Trends for BDs - Jan 2012
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Press Releases

FPA Releases the "FPA-ActiFi Adviser Technology Report: Rebalancing Software Edition" - February 2012
Summit Business Media's AdvisorOne and ActiFi Launch Breakthrough Advisor Practice Management Research - November 2011
FPA Releases the "FPA-ActiFi Adviser Technology Report: Reporting Software Edition" - October 2011
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Quarter 1, 2012 Newsletter
December, 2011 Newsletter
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