Actifi, Inc

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600 Highway 169 S Ste 250
Minneapolis, MN 55426
+1 (763) 550-0223
https://actifi.com

ActiFi, based in Minneapolis, MN, is a leading provider of software solutions and expertise tailored to drive engagement and growth strategies within the financial services industry. Their flagship product, SuccessPro, empowers advisors and firms to unlock their maximum potential through personalized roadmaps and coaching checkpoints, focusing on the core pillars of Engage, Empower, and Elevate.

With a range of editions to suit organizations of all sizes, ActiFi's SuccessPro offers a comprehensive suite of tools for assessing advisor needs, tracking progress, and enhancing engagement models. By aligning strategic goals with actionable insights and resources, ActiFi helps financial institutions drive organic growth, retention, and platform adoption to achieve lasting success.

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