How We Help Clients

What’s your vision for success? Do you have the systems and tools to get there? Are your advisors focused on the activities that will make the biggest impact? Are you confident you’re providing what’s necessary to ensure your top producers and best clients stay with your firm?

We founded ActiFi with the goal of helping firms like yours solve your biggest challenges and accelerate success.
We combine expert consulting services with our unique SuccessPro™ software suite and work as a partner to quickly translate your business objectives into concrete business results.

As more and more advisors move toward managing their practices as businesses, SuccessPro™ is becoming a must have for advisory firms. It delivers the right content to the right advisors at the right time and helps you provide effective, targeted support.

Our experienced consultants provide the expertise and insight to accelerate advisor growth, improve advisor effectiveness, provide more consistent client service, enhance advisor leadership and achieve strategic success.