First, we get to know you
We’ve rolled out solutions and products successfully for hundreds of financial institutions and thousands of advisors. But we also know that no two financial institutions are exactly alike. We begin by getting to know your business, advisors, challenges and goals. Then we implement best practice solutions in a consistent, scalable and compliant manner, and track progress toward your success.

Proven business benefits
With ActiFi you benefit from an experienced team of consultants who have deep integrity, encourage creativity and innovation, and are motivated to see you achieve:

Increased advisor engagement
With deeper relationships, increased success and a stronger culture.

Effective operational consistency
Better execution, faster results and lower support costs across your entire organization.

Enhanced focus, scalable delivery
With the right advisors getting the right content at the right time in a scalable manner.

Improved branch performance
Through bottom-up planning to achieve complex goals, reporting at the branch and management level, and advisor activities to achieve KPIs.