ActiFi
ActiFi Roadmap® is a first-of-its-kind online strategic planning tool that takes high-level business objectives and, through a series of intuitive choices, helps advisors "drill down" to tactical-level recommendations. Roadmap can help advisors build a more successful, efficient, and profitable practice by taking the guesswork out of planning. What used to take hours or even days can now take minutes.
Integration Features
  • Navigate seamlessly from Veo to ActiFi Roadmap via single sign-on
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