Assessment Designed to Help You Manage Technology

If you would like to assess how effectively your firm is managing technology, we invite you to take part in the Advisor Tools and Systems Assessment for Scottrade. The assessment will be conducted for Scottrade® Advisor Services by ActiFi, a practice management and consulting firm.

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

In addition, join us for 2 new webinars where ActiFi will present best practices as well as preliminary results from the Advisor Tools and Systems Assessment.  You’ll learn how to get the most from all your technology and hear about how your peers are using their technology. Each webinar will be held twice so you can choose which day is most convenient for you.

Advisor Technology Best Practices: CRM, Document Management and Processes  

 Click here* to choose April 25 at 4:15 p.m. ET

Click here* to choose May 9 at 4:15 p.m. ET

Advisor Technology Best Practices: Financial Planning, Portfolio Management and Investment Tools

 Click here* to choose May 23 at 4:15 p.m. ET

Click here* to choose June 6 at 4:15 p.m. ET 

*By clicking this link, you understand you will be redirected to ActiFi, 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 before purchase.

For institutional use only.