About
ActiFi’s SuccessPro™ Roadmap has been called “the killer app for practice management consulting” by Wealth Manager Magazine. That’s because it offers the structure, content and reporting tools needed to turn advisors’ practices into efficient, strategic businesses. It’s customizable to your organization. And it makes planning easy.
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Products / Services
Each integration enriches the platform with data or features that provide comprehensive service and enhance the customer experience.
Integrations
Partnership
Interested in partnerships with:
Whether you are a founder, investor or partner – we have something for you.
Experience in business domains
Real Estate
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InsurTech
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On-demand expertise
Business Analysis
Cybersecurity
AML
KYC
Fraud & Risk Management
Product Design
UX Design
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WealthTech News
Fintech Trends
Case Studies
Solution Development Use Cases
Strategic technology partner for the top Fintech companies
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HQ in USA
INSART SOFTWARE, LLC 7284 W Palmetto Park Rd. Boca Raton, FL 33433
Website designed by Bogdan Gris for INSART
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Strategic technology partner for the top Fintech companies
INSART SOFTWARE, LLC 7284 W Palmetto Park Rd. Boca Raton, FL 33433