ActiFi is a leading software and consulting company based in Minneapolis, MN, specializing in driving engagement and growth strategies within the financial services industry. Their flagship software, SuccessPro, empowers financial advisors and firms to unlock their maximum potential, providing step-by-step roadmaps and coaching checkpoints to ensure success.
With a focus on engagement, empowerment, and elevation, ActiFi's SuccessPro enables organizations to align their programs with strategic goals, track progress, and provide personalized action items and critical data. Their software solutions cater to organizations of all sizes, offering customizable options for mid-size to large organizations and off-the-shelf solutions for small to mid-size organizations.
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