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ActiFi™ is a software and solutions company that creates scalable business execution programs for the financial services industry. ActiFi’s proprietary solutions and technology, combined with extensive industry experience, help advisory firms prioritize and translate high level business objectives and goals into executable plans and processes. Through a comprehensive program of Assessment, Envisioning, Planning, Executing, and Monitoring, ActiFi helps translate ideas into reality, enabling financial advisors and institutions to provide world-class, integrated advice to clients more effectively and profitably.
Advisor Coaching & Leadership:
Smaller Firms & Individual Advisors:
Each integration enriches the platform with data or features that provide comprehensive service and enhance the customer experience.