Tools - Roadmap
You've built a successful advisory practice. Yet as your practice has matured, as with any business, you face challenges. You know that you need a documented strategic plan that evolves as you evolve. You know your high-level objectives and what you want to accomplish. But determining strategies for each objective, defining tactics, and assigning responsibilities seems overwhelming, even before you consider monitoring activity on a regular basis. You have a business to run; how do you find the time to plan, and where do you even start?
ActiFi Roadmap™ is a first-of-its-kind online strategic planning tool that takes high-level business objectives and, through a series of intuitive choices, helps you "drill down" to tactical-level recommendations. Roadmap will help you build a more successful, efficient, and profitable practice by taking the guesswork out of planning. What used to take hours or even days can now take minutes. You'll know exactly what you need to do to accomplish a goal and who is going to do it at your firm, and Roadmap enables you to track and monitor progress.
Watch the ActiFi Roadmap for Institutions Video
Roadmap for Individual Advisory Practices
(Available to ActiFi clients or through a licenced ActiFi Enterprise Partner)
Roadmap turns high-level business objectives into definable and executable tasks:
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Start by choosing a high-level business objective (for example, increase revenue or reduce risk).
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Choose a mid-level and then a detail-level objective/strategy that is tied to your core business objective.
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As you choose various strategies attached to each objective, you further drill down to the tactical level.
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Enter the specifics of your goal (for example, how much new AUM you would like to achieve by what date).
- Assign the tactics associated with each strategy to members of your team.
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Roadmap then creates a report with best-practice ideas directly tied into your goals and personalized to your practice.
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Print, email, and share your Roadmap reports. Build a library of Roadmaps and create new ones on a regular basis as part of your quarterly and annual goal setting.
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Use the Roadmap Goal Tracking section to monitor your progress and ensure that you meet your objectives.
Planning for your business used to be difficult and time-consuming. With Roadmap, it's easy, fast, and fun. Try Roadmap today, and translate the vision you have for your firm into the actionable steps necessary to turn your ideas into reality. |
Roadmap High-Level Objectives - Click to Enlarge
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Roadmap Strategy/Tactic Selection - Click to Enlarge
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Roadmap Goal Tracking - Click to Enlarge
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Roadmap is available to ActiFi clients or through an ActiFi Financial Institutional partner that offers a customized version of Roadmap to its clients.
Roadmap for Financial Institutions
Are you a financial institution that serves financial advisors, wishing to provide value to your clients? Are your clients asking for your help in growing more successful, profitable businesses? Have you invested in a client relationship team/account management team, and if so, do you need tools to enable them to serve clients on a consistent, effective manner? If you answered "yes" to any of these questions, then you might benefit from Roadmap for Financial Institutions.
Provide Value to Your Advisor Clients, Increase Their Profitability, and You'll Increase Your Profitability.
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Roadmap can be completely configured with your institution's brand and content. You've already invested in creating best-practice material. Now leverage Roadmap to deliver your content intuitively and interactively.
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Ensure that your client service team delivers the same high quality "coaching" every time.
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Take the guesswork out of helping your clients build more successful businesses.
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Foster open communication with your advisor clients. Leverage Roadmap to learn about your client's key objectives and use Roadmap to help them craft a plan.
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Roadmap Institutional Reporting - Click to Enlarge
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Roadmap Client Aggregate Goal Chart - Click to Enlarge
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Take the Guesswork Out of Client Planning
Knowing what is important to your advisor clients is obviously critical as you design and offer new products and services. You hold focus groups, conduct surveys, and get feedback from your client service team before you launch new initiatives. But what your clients say is important and what they really do on a day-to-day basis can differ.
With Roadmap, you'll have insight into the "minds of your advisor clients" because you'll see exactly what goals and objectives they're working on at any given moment. With Roadmap's Manager Dashboard, you can see aggregate reports on the goals and objectives that your clients are working on, and drill down to the individual client level if you wish. You can then use this data in your strategic planning to help ensure that your future offerings match the needs of your client base.
Note that ActiFi has existing, exclusive Roadmap Agreements for different areas of the financial services vertical. To see if Roadmap is available to your financial institution and for more information, contact ActiFi today.
