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April 19, 2015 5:30 PM ET

Professional Services

Company Overview of ActiFi, Inc.

Company Overview

ActiFi, Inc. provides practice management solutions to financial institutions and financial advisory firms. It offers consulting solutions, including practice assessment services; practice process workshops; a suite of marketing services, including marketing coaching, mission/vision creation, marketing plan development, list development, prospect/client intelligence, client surveys and advisory boards, reputation management, social networking, and traditional and online marketing; coaching and training services in the areas of leadership development, process improvement, branding and marketing, sales and prospect development, client service relationships, and technology strategy; and advisor...

3030 Harbor Lane

Suite 216

Plymouth, MN 55447

United States

Founded in 2003

Phone:

763-550-0223

Fax:

763-557-5834

Key Executives for ActiFi, Inc.

Chief Executive Officer
Founder and Chief Financial Officer
Chief Marketing Officer and Senior Vice President
Senior Vice President of Solutions Development
Director of Application Development
Compensation as of Fiscal Year 2014.

ActiFi, Inc. Key Developments

SEI, Redtail, ActiFi, and MoneyGuidePro Announce Strategic Partnership

SEI Investments Company, Redtail Technology, ActiFi, and MoneyGuidePro have entered into a strategic partnership to make automated workflows accessible to financial advisor firms. Unlike previously available integration offerings, the strategic partnership between SEI, Redtail Technology, MoneyGuidePro, and ActiFi marks the first time that workflows from a CRM system, a financial planning tool, and a custodial platform have been fully integrated with one another. The result is a packaged workflow solution designed to increase productivity and efficiency, enhance the client experience, and ultimately increase value for advisor firms. The collaboration comes at a time when increasingly complex client relationships and on-going industry consolidation have made it more important for advisor firms to create standardized processes in order to drive firm value. The workflow partnership is designed to deliver levels of automation previously unavailable at a significantly lower cost of existing custom integration models, while significantly reducing implementation time.

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