Financial Enterprise Client Success Stories

How can ActiFi help me help my clients so I can provide more value and differentiate myself from the competition? What can ActiFi do to help me systematize my practice management efforts, so every client receives the same high quality service every time? How can I make sure that everyone on my team uses our firm's and industry best practices when serving clients? How can I track our practice management efforts to make sure we're improving both our advisor clients' and my firm's bottom line?

We could tell you all of the great ways our licensed products and customized solutions help financial institutions help their advisor clients. Or, we could let our clients tell you. Following are some press releases and news stories on how enterprise clients are using ActiFi's services.

• TD AMERITRADE announces that advisors who use the ActiFi-developed TD AMERITRADE Institutional Roadmap™ consulting program double the number of new clients and see revenue growth of 4x.

• Financial Planning Magazine calls TD AMERITRADE's version of ActiFi's Roadmap the Best Technology product for 2009.

• Investment Advisor Magazine shares a story about how the TD AMERITRADE's licensed version of ActiFi Roadmap is helping an advisory practice grow its business.

• Investment News talks about TD AMERITRADE's licensed version of the ActiFi Business Evaluator.
  

• Bob Veres discusses at length how ActiFi's Roadmap solution systemizes practice management.

• See additional examples on how ActiFi solution help financial advisory firms and enterprises achieve their business objectives.

If you would like to get more information on any of these client stories or to speak with our clients on the value they've received from ActiFi, please contact us.