ActiFi helps advisory firms build more successful businesses. We enable financial institutions and advisors to provide world-class, integrated advice to their clients more effectively and profitably.
We are an advisor success company
We help financial institutions become more successful by defining and achieving their client engagement, growth, retention, and attraction goals. Then, in a consistent, scalable and compliant manner we drive action, results and success for both firms and their advisors.
Core Value Proposition
Working exclusively in financial services, we offer Advisor Success capabilities that leverage what you currently have available and match capabilities to specific advisor goals and strategies. ActiFi combines technology capabilities with consulting services and relevant content to provide expertise, insight, value and results that will accelerate advisor success.
ActiFi’s business decisions are driven by adherence to our core values.
• Demonstrate Integrity: We operate with the highest degree of ethics; we do what we say we’re going to do.
• Value Clients, Shareholders & Employees: We are committed to each individual’s personal success and the impact each stakeholder has on ActiFi’s culture and business success.
• Exceed Client Expectations: We understand what’s important to our clients, effectively set realistic expectations, and go above and beyond, both in our effort, and in our results.
• Take Personal Responsibility: We take responsibility for our individual work, and each employee is empowered to do what he/she determines is right.
• Work as a Team: We rely on each other’s respective strengths to accomplish our business objectives; together we take risks, we are not afraid to fail, and we celebrate our accomplishments.
• Encourage Creativity and Innovation: We try new ideas, test our hypothesis for practical applications, learn from our successes and failures, and continually improve our offerings and ourselves.