Gail Graham

Powerful Strategic Alliance Leverages Voice of the Client for Deeper Relationships and More Effective Business Development

ActiFi today announced the launch of ActiFi Client Engagement, a unique program that combines the power of robust client feedback with the tools, support and resources to build more engaged and profitable client relationships. ActiFi Client Engagement will be powered by the Client Audit, Advisor Impact’s industry leading client feedback program.

United Capital Adopts Vestorly Platform to Strengthen Communications with Clients and Prospects

United Capital, a national  registered investment advisory firm, announced today that it is leveraging Vestorly’s technology platform to provide its financial advisers with an advanced ability to share meaningful and personalized content experiences with both clients and prospects.