ActiFi provides scalable, integrated software solutions to enhance financial institutions' advisor engagement and organizational effectiveness.
Location
Plymouth, MN, US
Founded
2003
ActiFi specializes in providing integrated software solutions for financial institutions and advisors. Their flagship product, SuccessPro™, focuses on enhancing advisor engagement, driving organic growth, improving retention, and increasing platform adoption within the financial services industry.
The company's approach combines software, knowledge, and expertise to help financial institutions implement effective engagement and growth strategies. ActiFi aims to empower advisors to reach their maximum potential by identifying unique opportunities for each individual, ultimately enabling firms to provide world-class, integrated advice more effectively and profitably.
Actifi - Classification
Also Known As
ActiFi, Inc.
NAICS
520000Finance and Insurance
SIC
6000Depository Institutions
Show 10 more industry codes
NAICS
513200Software Publishers
510000Information
513000Publishing Industries
513210Software Publishers
SIC
6200Security And Commodity Brokers, Dealers, Exchanges, And Services
7300Business Services
6280Services Allied With The Exchange Of Securities Or Commodities
7370Computer Programming, Data Processing, And Other Computer Related
