Engage, Empower, Elevate Succeed with SuccessPro Benefits Take the Quiz How it Works Our Team

Activate Your Success

At ActiFi, we have the software, knowledge, and skill to help drive your engagement and growth strategies.

We are the industry leader in driving higher organic growth, higher retention, and greater platform adoption within the financial services industry.

Reach Maximum Potential

Our software, SuccessPro™, identifies unique opportunities for each of your advisors to unlock their maximum potential, creates step-by-step roadmaps, and automatically puts coaching checkpoints in place to keep advisors and firms focused on their success. We not only give you the tools and the plan, but advanced features within SuccessPro facilitate execution at the advisor level to accelerate your growth.
Our approach focuses on three core pillars: Engage, Empower, and Elevate.

Engage Your

Are your advisors taking advantage of the full suite of services your company offers? What if you could match advisors’ goals to the solutions they need? SuccessPro does just that, to predict your advisors’ readiness – the best predictor of growth – and engage each of your advisors to a higher level.
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Empower Your Leaders

What if you could give your leaders the tools to collaborate with your advisors efficiently and effectively? SuccessPro gives employees who work with advisors visibility into what the whole team is working on and real-time progress data. All of this insight empowers leaders to lead more strategically.
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Elevate Your Endeavors

What if you could digitize your programs and map them to the strategic goals of your organization? SuccessPro enables you to run powerful programs on a scaleable basis to a cohort of advisors with similar objectives. You’ll receive visibility into metrics that help you align, execute, and define success.
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Succeed with SuccessPro™

Your organization’s success is directly linked to your advisors’ success. SuccessPro enables your financial advisor engagement strategy, providing assessments, generating relevant opportunities, goal tracking, meeting templates and resources for employees to use with advisors, and a central hub with personalized action items and critical data on progress.

Watch the video to learn more about how SuccessPro could work for you.
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SuccessPro can meet the needs of all sizes and types of financial organizations.

Enterprise Edition

For those looking for a dynamic software solution and full consulting support, the Enterprise Edition gives you that extra level of specialized attention and customization.

  • Best for mid-size to large organizations
  • Customizable
  • Includes consulting support

Professional Edition

For those looking for an off-the-shelf, cost-efficient software solution, the Professional Edition of SuccessPro offers everything you need.

  • Best for small to mid-size organizations
  • Content built by a team with over 100 years of combined experience
  • Minimal set up required
Take our quiz to see which edition will best meet the needs of your organization.
Take the Quiz

Drive Results for All

Implementing SuccessPro has benefits to everyone within the organization as well as your advisors. Find your role and click or tap through to see exactly how SuccessPro can help you reach your objectives.

Capture performance against your critical key performance indicators and receive predictive leading indicators

Impactful reporting showing how SuccessPro is helping drive results

Receive coaching from ActiFi’s team of experts

See which edition of SuccessPro best meets the needs of your organization.

See the impact your team is having on important key performance indicators

Deliver consistent home office engagement process with advisors

Deliver high quality programs to groups of advisors in a scaleable and measurable way

See which edition of SuccessPro best meets the needs of your organization.

Effectively assess advisors’ needs and opportunities and create roadmaps for accountability

Hold effective meetings with advisors with interactive meeting dashboards and agendas

Receive a digitized coaching platform to enhance engagement model

See which edition of SuccessPro best meets the needs of your organization.

Gain insight into your business needs and opportunities

Maximize the value you get from the tools and resources provided by your financial institution

Create roadmaps to track progress plus receive benchmark data to increase the probability of achieving your goals

See which edition of SuccessPro best meets the needs of your organization.

Achieve Your Goals

With just a few details from you, we can match you with the SuccessPro solution best suited to your organization’s needs.

Take our short quiz and discover how we can help you achieve scalable growth.

Understand. Plan. Execute.

Getting started with SuccessPro is simple and your team will experience the benefits right away. Whether implemented as a self-service, one-to-many, or one-to-one solution, you will see how SuccessPro creates a consistent, repeatable process for an organization to rally around.
Advisor Assessment

It all starts with an assessment. Choose from a library of strategically created assessments so you can meet your advisors where they are at.

Understand Advisor’s Readiness: Will, Skill, & Capacity

The assessment results will give you a full picture of each advisor’s readiness, based on measured will, skill, and capacity.

Understand Advisor’s Goals & Motivation

Looking at the results, advisors can identify the opportunities and then set goals and targets they want to pursue.

Create Personalized Roadmaps

Accountability is built right into the platform. Once goals are chosen, personalized roadmaps with action items and checkpoints will populate right in the user’s dashboard.

Meetings to Monitor Roadmap Progress

Meeting prep is automatic. SuccessPro creates meeting agendas for you based on goals and targets that have been set. Plus each meeting template includes space for notes that the platform translates into assigned action items.

Metric Reporting

Transparent, measurable, real-time reporting allows users to not only track their progress but easily report it to leadership at any point.

Deliver New Programs and Initiatives through SuccessPro

Once platform adoption is widespread through the organization, there’s no limit on the opportunities that will come to light. You now have a centralized, scalable way to execute endeavors that align with your organization’s overall goals.

Reach out to get started today.

Meet the ActiFi Team

At ActiFi, our people have deep roots in the financial services and wealth management industries. We have built our careers in this industry, making us uniquely and exclusively equipped to bring knowledgeable, practical solutions that enable you to achieve your goals.

Spenser Segal
Founder and CEO

Spenser Segal has more than 20 years of experience in the financial services industry, including Vice President of e-Commerce Strategy and Development for American Express Financial Advisors (AEFA). He also held management positions at Dain Rauscher, Barrington Capital Management, and BigCharts. Spenser ran a successful financial planning and money management practice as a Certified Financial Planner®, and he has earned the Accredited Investment Fiduciary Analyst™ designation from the Center for Fiduciary Studies.

Jennifer Pierce
Vice President of Finance and Human Resources

Jennifer is an experienced financial professional, certified SCRUM Alliance master (CSM), and has consistently provided excellence in financial management while streamlining financial and human resource processes. Her role at ActiFi blends her talent for numbers with her passion for people.

Oleg Iatic
Head of Customer Success

Oleg Iatic leads a team of professionals dedicated to engaging and supporting end users of SuccessPro. In his role he leverages his industry experience gained from his time serving as a Financial Advisor at Waddell & Reed. He is a CFP®, Scrum alliance Certified ScrumMaster, Certified Lean and a Sig Sigma Black Belt.

Mark Nahlovsky
Executive Vice President, Product and Solutions Consulting

Mark Nahlovsky has more than 20 years of experience in the financial services industry. At ActiFi, he leads the product team, solutions consulting group, and manages implementations of the organization’s largest clients. He has spoken at countless conferences and user groups, including T3, Gladstone M&A, and Salentica User Group. He is a certified Project Management Professional and SCRUM Coach.

Get in Touch

If you’re ready to get started with SuccessPro by ActiFi or you just want to learn more, our team would love to hear from you.

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