Spenser Segal

ActiFi and Advisor Impact Introduce New Client Engagement Program


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.

SEI, Redtail Technology, ActiFi, and MoneyGuidePro Announce Innovative Advisor Workflow Partnership

Collaboration Marks the First Time Workflows From a CRM System Are Fully Integrated With a Financial Planning Tool and a Custodial Platform

Syndicate content
Website Design For Financial Services Professionals | Copyright 2025 AdvisorWebsites.com. All rights reserved