ActiFi Announces Customized Financial Benchmarking Tool for Zero Alpha Group Wealth Advisory Firms

General News

Summary

Plymouth, MN, September 01, 2010 --( “We believe that in the not too distant future all wealth advisory firms will need interactive, accessible and comparative financial data available to them in a customizable format,” said Actifi CEO Spenser Segal.Unlike traditional benchmarking tools that provide for only the analysis of historical results in a static framework, DecisionMark allows an advisor to focus on specific data sets that correspond with strategies the firm is committed to implementing.The nine current members of the Zero Alpha Group are committed to providing objective, long-term private wealth management solutions to investors, focusing on asset allocation and a structured, quantitative approach to investing.Unlike traditional benchmarking tools that provide for only the analysis of historical results in a static framework, DecisionMark allows an advisor to focus on specific data sets that correspond with strategies the firm is committed to implementing.The nine current members of the Zero Alpha Group are committed to providing objective, long-term private wealth management solutions to investors, focusing on asset allocation and a structured, quantitative approach to investing.

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Fintech & Banking
applications
Accounting and Taxes

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Financial Services Software SaaS Productivity Software

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ActiFi
$1M to $5M