ActiFi, Inc.

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.