Empowering Advisory Businesses with Technology Solutions
ActiFi Solutions offers support and technology solutions to help advisors and institutions build successful advisory businesses. Their services focus on reducing costs, improving processes, attracting clients, and maximizing financial value. Through platforms like SuccessPro and Advisor ProcessPro, ActiFi aims to drive growth, profit, and service excellence by leveraging technology and best practices. They emphasize enabling advisors to deliver their value propositions effectively through innovative solutions.
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Presentation Transcript
ActiFi Solutions ActiFi Solutions Laser App Conference August 2015 21 March 2025
ActiFi Mission ActiFi Mission We help advisors (and the institutions that serve advisors) build successful advisory businesses 2
100% of the financial value you receive from any technology is tied to its ability to: Reduce the cost of existing processes Charge more or increase retention through process improvement Attract new clients and serve unmet client needs
ActiFi Solutions and Benefits SuccessPro: ActiFi s Online Advisor Success Platform Establish business plans Define S.M.A.R.T. goals linking strategy to tactics Support achievement with proven best-practices Monitor and measure results Technology: AWS, CRM and FP Solutions Selection, Design Implementation, Adoption Improve the Advisor Experience Programs to implement processes on CRM systems Drive financial planning adoption and results Growth, Profit & Service Business Planning and Tracking Technology Usage (Financial Planning and CRM) Best Practices Process Library ProcessPro: Advisor Process Library Best-practices covering 35+ advisor processes Over 150 artifacts (templates, checklists, etc.) Programs to implement processes on CRM systems 4
Growth & Service Models Growth & Service Models Ensure understanding of how technology will enable advisors to deliver their value proposition 21 March 2025 5
Advisor ProcessPro Advisor ProcessPro Advisor Best Practices Systematized into detailed process flows Process Packets for use in training and communication 6
Advisor Advisor ProcessPro Components ProcessPro Components Workflow Diagrams Process Checklists Template Artifacts Training Videos 7
Prioritizing Change Prioritizing Change Processes First Processes First 4 0 1 4 3 Manage Your Practice 3 Generate Leads Gain Onboard Client Service Your Clients Manage Your Clients Commitment 3 0 3 0 1 3 Networking & Referral Tracking Account Aggregation Pipeline Management Financial Plan Creation Annual Review Tracking Strategic Planning 4 2 4 1 0 3 Portfolio Analysis and Research Technology, Integration & Process Notes & Email Marketing Needs Analysis New Account Opening Correspondence 4 2 0 3 4 4 Advisory Investment Proposals Segmentation & Service Model Performance Reporting Events & Seminars Implement Plan Branding & Messaging 3 - 1 4 3 2 Client Documents Financial Plan Updates Social Media (LinkedIn) Proposal Newsletters 1 3 Book-Level Reporting Client Portal Significant Pain / Gap OK 0 3 Strong 4 Pain Point 1 3 Client/Account Maintenance Compliance & Risk Not in Place - Minor Pain 2 21 March 2025 8
Prioritizing Change Prioritizing Change t then Technology Client Experience hen Technology Advisor Desktop Back Office Business Development Referral Program 3 2 Practice Development Resources & Programs 3 Technology-Enabled Meetings Portfolio Management & Rebalancing 2 Back Office Processing & Compliance 4 Training & Support on Products & Deliverables 1 Personalized Email Correspondence Change Management, Training, & Support on Tools & Procedures 3 1 1 1 2 Subject Matter Expertise Client Onboarding & New Account Opening Client Relationship Management Trust Estate 2 Proposals / Research 2 Self Service Portal Advanced Planning Topics Fund Managers Research Insurance Tax Professionals Custodian / Clearing Firm Client Portal 4 1 4 Key Partnerships 4 Advisor Website Creation & Support Clearing Firm Custodian TAMP(s) 1 Document Management Financial Planning Lead & Prospect Data Gathering via Web 1 Social Media 2 Key: Incrementally improve / future initiative Expressed Gap 1 3 21 March 2025 9 No action to take 2 Being addressed 4
Laser App Offer Laser App Offer Complimentary Ltd. Assessment Complimentary Ltd. Assessment Discovery Call AWS & Processes Prioritized Next Steps Deliverable Analysis spenser@actifi.com 763-550-0222 jrange@actifi.com 972-202-9120 21 March 2025 10
www.actifi.com @ActiFi www.actifi.com 763.550.0223 info@actifi.com
