ActiFi RIA Webinar: “Get the Most from Your Technology – CRM, Document Management and Processes”

Join ActiFi for “Advisor Technology Best Practices:  CRM, Document Management and Processes” at 4:15 p.m. ET, Tuesday, May 9.

In this webinar, ActiFi discusses technology best practices, focusing on the areas of client relationship management, document management and processes. You’ll learn how to get the most from your technology and hear about how your peers are using their technology. Click here* if you would like to register for this webinar.

(This webinar was also conducted on April 25. To listen to previously recorded ActiFi webinars, log on to your Scottrade® Advisor Services home page, click on “Advisor Seminars” under the Resources tab, and proceed to the “Scottrade® Advisor Services Practice Management Webinar Series.”)

About the presenters: Oleg Iatic has been at ActiFi for over 10 years and during that time has led and/or taken part in over 300 projects with financial institutions and independent advisor firms. These projects include strategy creation and assessment, process workshops, technology platforms selection and implementation, integration development, and straight-through processing of new accounts and products.

Mark Nahlovsky manages the software development team at ActiFi, overseeing technology consulting and research. Mark has nearly 20 years of experience in financial services software development, implementation and improvement projects.

Take the Advisor Tools and Systems Assessment

To help you assess how effectively your firm is managing technology, we invite you to take part in the Advisor Tools and Systems Assessment for Scottrade, conducted by ActiFi. To generate the assessment, each person at your firm with a unique email address can take a 20-minute survey by clicking here.* You have until June 6 to complete the survey. After it’s been completed, you will be provided a personalized report to gain insight into how you are doing in getting the most from the following technology components:

  • Client relationship management
  • Financial planning
  • Portfolio management, investment analysis and data aggregation
  • Document management
  • Process and client experience 

*By clicking this link, you understand you will be redirected to a third-party website operated and maintained by ActiFi. Scottrade and ActiFi are not affiliated. ActiFi’s website contains information that may be of interest or use to the reader. Third-party websites, research and tools are from sources deemed reliable; however, Scottrade does not guarantee accuracy, completeness or timeliness of the information, is not responsible for statements, offers or products issued and makes no assurances with respect to the results to be obtained from their use. No information presented constitutes a recommendation by Scottrade or its affiliates to purchase any product or instrument discussed therein or engage in any specific strategy. Please research any product or service carefully.

Scottrade® Advisor Services is a division of Scottrade, Inc. All products and services offered by Scottrade, Inc.-Member FINRA/SIPC.

For institutional use only.