Exit Options for John Hancock Bond and Corporate Finance Group: Hanover Communications In... - 28 Strategic Investors

View x

ActiFi, Inc.

Investment Management Firms

Description

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 research services. The company also provides a suite of technology tools, including Roadmap, an online business/strategic planning tool; Business Evaluator, an online suite of tools that assists advisors in making decisions about changes to their practice; SAFE, an online fiduciary standard of excellence for investment advisors; SuccessPro, a process orchestration system to help financial advisors systematize their practice; and DecisionMark, a financial benchmarking tool. In addition, it offers implementation solutions in the areas of values/vision/mission, client advisory boards, virtual employee services, CRM configuration, practice management, and prospect/client intelligence. ActiFi, Inc. has strategic partnerships with SEI Investments Company, Redtail Technology, and MoneyGuidePro. The company was founded in 2003 and is based in Plymouth, Minnesota.

Corporate Address

3030 Harbor Lane Suite 216 Plymouth, MN55447 United States of America

United States of America

763-550-0223

Tags:

-

Signup with Aurigin to get access
to capital & deals across 140+ countries
Signup Now
Claim your Firm Do you wish to claim?

About Aurigin

Aurigin is a global deal origination platform that connects qualified investment opportunities to institutional providers of capital. Investment management firms on Aurigin gain access to thousands of screened, high quality deals which are useful to their clients.

Disclaimer

Information listed in this page is intended only as a guide to the listed businesses or organization. Aurigin or any of its employees neither endorse, warrant, nor guarantee the products or services advertised in the directory. The information provided in each listing on this website is published as obtained from external sources that provide the information.

The information contained in the directory may not be exhaustive, accordingly each individual should engage in their own due diligence process to evaluate the companies, goods and services that are advertised/covered in the directory. No warranty, representation or undertaking is made about the content, accuracy and completeness of the information provided. Aurigin or any of its employees accepts no responsibility or liability for any loss, damage or injury which may arise from representations contained on this website. Use of the directory constitutes an agreement to release, indemnify, and hold harmless Aurigin as well as its employees, agents, representatives, and successors from all losses, claims, theft, demands, liabilities, causes of action, or expenses, known or unknown, arising out of the use of the online directory.