July 27, 2016 1:58 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 2016.

ActiFi, Inc. Key Developments

Waddell & Reed Rolls Out ActiFi Software Suite to Help Advisors Track Business, Interact and Learn

ActiFi announced that Waddell & Reed, Inc. has rolled-out two of three modules in its SuccessPro software suite to 1,800 advisors nationwide. The modules are Metrics, for powerful sales planning and tracking and benchmarking capabilities, and Roadmap, for advisor coaching and content delivery to help advisors stay on-target to achieve goals. SuccessPro is leveraged by field leadership to provide effective and targeted support to help advisors achieve growth – through both new clients and existing clients, as well as improve service and retention rates. Waddell & Reed, Inc. also plans to incorporate the tool to help advisors better understand opportunities in product and technology flexibility. The software allows to get to the heart of what needs to be done, tracks results, and provide leadership with consistent and scalable coaching content to help advisors' drive success.

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Recent Private Companies Transactions

Type
Date
Target
No transactions available in the past 12 months.
 

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