ActiFi announced today that it achieved an all-time high in the number of advisors on its SuccessPro software suite during 2015. In partnership with institutional clients, over 6,000 financial advisors were able to grow, become more effective and engage their clients more actively through ActiFi’s advisor success platform.
The SuccessPro software suite consists of three modules: Metrics, powerful business/sales planning and tracking capability; Roadmap, advisor coaching content that helps advisors plan, track and stay on-target to achieve their annual business plans; and Assessments, a practice diagnosis and action plan system to provide personalized advice to advisors.
“SuccessPro continues to help advisors run more effective businesses. In addition, it helps the firms that work with advisors drive advisor growth and retention while providing a unique recruiting benefit,” said Spenser Segal, CEO of ActiFi. “As more and more advisors are moving toward managing their practice as a business, SuccessPro is quickly becoming a must have for advisory firms.”
ActiFi rolled out several important program enhancements in 2015. “We continue to invest in making SuccessPro easier to use and more integrated with other advisor tools,” explained Bill Houghton, SuccessPro Product Manager. “As an example, we introduced several integrations with salesforce.com to allow firms to better manage their advisors. We also updated our rollup reporting and enhanced business planning functionality to improve how advisors build business plans and for field leaders to more easily review and monitor those business plans. Finally, we refreshed our industry leading advisor technology selection assessments.” The increased usage in 2015 confirms these enhancements and SuccessPro are highly desired by advisors.
ActiFi is a leading provider of advisor success solutions to the financial services industry. Since 2003, ActiFi has worked with leading wirehouses, broker-dealers, IBDs, RIAs, custodians, TAMPs, insurance companies and banks to help them, and the advisors they serve, build more successful businesses. ActiFi specializes in helping firms achieve growth through increased advisor retention, enhanced client satisfaction and successful selection, deployment and adoption of advisor-facing technology. ActiFi products are currently available to over 40,000 advisors across the United States, Canada, England and Australia.