People Process Technology

Press Releases

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.

Recent Press Releases
  Nov 2011

FPA Releases Rebalancing Software Research

Report finds focusing on functionality yields highest satisfaction when selecting rebalancing software

DENVER -- The Financial Planning Association® (FPA®) today released the “FPA-ActiFi Adviser Technology Report: Rebalancing Software Edition,” which helps advisers better understand the available rebalancing software solutions in the marketplace. The report also includes information which can help advisers identify solutions that are a good fit for their companies. The research was conducted by FPA and ActiFi, Inc. and sponsored by TD Ameritrade Institutional.

    Read the press release>>
 

Past Press Releases
  Nov 2011 AdvisorOne/ActiFi Launch Breakthrough Advisor Practice Management Research"
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  Oct 2011 FPA Releases the "FPA-ActiFi Adviser Technology Report: Reporting Software Edition"
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  June 2011 AdvisorOne.com Introduces its Newest Online Tool, the Business Evaluator - June 2011
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  May 2011 Advisors Save Time, Simplify CRM Software Selection withNew Assessment Tool from TD Ameritrade Institutional
    ActiFi, Inc. founder and CEO Spenser Segal Named One of Financial Services Industry’s Most Influential
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  Mar 2011 FPA Releases Portfolio Management Software Report
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  Jan 2011 Brian Stimpfl Joins ActiFi as Senior VP
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  Oct 2010 FPA Releases Compliance Solutions Study
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  Aug 2010 ActiFi Announces Customized Financial Benchmarking Tool for Zero Alpha Group Wealth Advisory Firms
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  July 2010 FPA and ActiFi announce release of the Financial Planning Software Study
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  Feb 2010 FPA and ActiFi announce release of breakthrough advisor CRM study
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  Jan 2010 Ellena Widjaja joins ActiFi as Marketing Technology Specialist
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  Dec 2009 TD Ameritrade announces that advisors who use Roadmap see phenomenal growth
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  Sept 2009 TD Ameritrade Institutional launches licensed version of Business Evaluator
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  July 2009 Tom Rozman joins ActiFi as Sr. Vice President of Business Development
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  Feb 2009 FPA and ActiFi Announce Research Initiative
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  Oct 2008 TD Ameritrade launches Roadmap
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  Aug 2008 ActiFi Makes Inc. 5000 List

 
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