ActiFi Announces Customized Financial Benchmarking Tool for Zero Alpha Group Wealth Advisory Firms
DecisionMark™ allows firms—for the first time ever—to analyze current business benchmarking data using interactive and comparative tools. - September 01, 2010
ActiFi Launches Its Strategy, Accountability, and Goal Achievement (SAGA) Program
Using ActiFi Roadmap™ software, financial advisors can now receive a plan, a process, and expert assistance for accomplishing advisor business objectives. - April 07, 2010
Thomas Rozman Joins ActiFi as Senior Vice President of Business Development
ActiFi, Inc., a software and solutions firm serving the practice management needs of financial enterprises and financial advisors, has added Thomas Rozman to its executive team as Senior Vice President of Business Development. In his new role, Rozman will be responsible for leading ActiFi’s... - February 18, 2010
ActiFi Adds Ellena Widjaja as New Marketing Technology Specialist
ActiFi, Inc., a software and solutions firm serving the practice management needs of financial enterprises and financial advisors, has hired Ellena Widjaja as Marketing Technology Specialist. In her new role, Ms. Widjaja will support ActiFi’s technology-based marketing products including... - February 12, 2010