Tools - Business Evaluator
Like all businesses, running a financial advisory firm has its challenges. From deciding what type of business model fits your talent and lifestyle to making critical decisions like which technology to purchase, the answer to most business questions is often "It depends." Wouldn't it be great if you had a comprehensive tool that could help guide you to best-practice decisions, with recommendations specifically tailored to you and your practice?
Business Evaluator for Financial Institutions
The ActiFi Business Evaluator assists advisors in making decisions about changes to their practice. It helps advisors analyze the financial, emotional and day-to-day operational impacts involved in making a change. In addition, the Evaluator helps advisors create tangible documents (Business Plans, Financial Projections, Job Descriptions, etc.) to assist with the change. Business Evaluator is a first-of-its-kind program that combines best-practice theory with practical application, all personalized to the specific needs of each advisor.
Watch the Business Evaluator
Going
Independent Edition Demo Video
ActiFi's Business Evaluators guide advisors through a three-stage process as they contemplate and make business changes:
Each stage has its own interactive guided toolset, with deliverables that provide the advisor with information personalized to his/her situation, and that lead the advisor to the next toolset.
There are currently six versions of Business Evaluator in development. Click on the link or appropriate area on the image below for additional information and screen shots for that specific Evaluator Edition:
| Business Model Evaluators |
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| Business Decision Evaluators |
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Staffing (coming soon) - Helps advisors determine the optimal staffing model for their business.
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Compensation Model (coming soon) - Aids advisors in crafting a compensation program.
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Client Service Model (coming soon) - helps advisors determine a service model and its impacts.
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CRM (coming soon) - guides an advisor to the best software per the specific needs of the firm.
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Business Evaluators are specifically designed with the advisor in mind. In addition, financial institutions can license completely configured Business Evaluators to offer to their advisor prospects and clients.
Business Evaluator for Financial Institutions
The financial services industry is in the midst of many significant changes and most advisors are rethinking their business model to adjust. Many advisors would value independent advice and assistance to analyze changes they may make to their practice.
Provide Your Client with a Custom Configured Business Evaluator.
Your Evaluator will guide your advisor clients through making a change. Whether it's a business model change like starting an independent advisory firm, or a business decision change like choosing a CRM system, the Evaluator provides practical and best-practice recommendations based on each advisor's specific needs and situation.
With a Custom Evaluator, You Receive:
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Your institution's brand, color scheme, etc. on every Evaluator page and report.
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Complete content configuration, meaning that your existing material can be fully integrated into your Evaluator's interface, advisor recommendations, etc.
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Robust reporting so you know what's important to your prospects and clients.
A custom Business Evaluator can be a unique differentiator for your firm and, in fact, can become an important component of your Advisor Recruitment Program. For example, use the "Going Independent Edition" or the "Switching Firms Edition" to help attract new advisors to your platform. Evaluator is also an exceptional tool you can use to provide true business value to your existing advisor clients. |
Evaluator Benchmarking Screen Sample - Click to Enlarge |
Evaluator Due Diligence Screen Sample - Click to Enlarge |
ActiFi does have existing exclusive Business Evaluator Edition Agreements in place for different areas of the financial services vertical. To see if an Evaluator Edition is available to your financial institution and for more information, contact ActiFi today.
