Location: France, Abondance
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Actifi for Advisors. Are you a successful advisor who is ready to build the value of your business, bring on more staff, and improve the client experience?
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 OAKS ...
Actifi is a software solutions company focused on delivering scalable practice management programs to the financial services industry., @Actifi
Best-selling & award-winning author; top-ranked motivational sales keynote programs and sales workshop trainer; founder/CEO of Know More!; SVP/CMO at Actifi, @SamRichter
engines; and he is a Senior Vice President at Actifi a coaching/consulting/software firm specializing in financial services practice management. ...
Address: 9 Parc d Activités Le Buisson Rond, Villemoirieu, Франция
Phone: +33 4 37 05 11 33
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