ActiFi

ActiFi is a leading provider of software and consulting solutions to the financial services industry. Since 2003, ActiFi has worked with leading wirehouses, broker-dealers, IBDs, RIAs, custodians, TAMPs and banks to help them, and the advisors they serve, build more successful businesses. ActiFi specializes in helping enterprises grow, increase advisor retention, enhance client satisfaction and select, deploy and drive the adoption of advisor-facing technology. ActiFi products are currently available to over 40,000 advisors across North America.