ActiFi back in the black

by Mike Bollinger


ActiFiMost small business owners, advisors, and consultants are all to familiar with the gap that exists between their vision for their organization and the steps required to execute on that vision.

Plymouth-based startup ActiFi wants to close that gap, specifically for advisors in the financial services industry.

Through an enterprise SaaS + consulting hybrid model, ActiFi offers what they call “business-execution software” to help financial advisors (and their parent institutions) focus on the things that matter most. Their software provides diagnostics, planning, and accountability tools to make advisors more efficient, maximize organic sales opportunities, and increase productivity and profits.