Your Partner for Growth
The AI-Powered Wealth Management Platform Redefining the advisor marketplace.
Why advisors choose Tactive
More clients. Less overhead.
You went independent for a reason. Tactive gives you the tools of a large firm with the freedom to run your practice your way.
Digital Marketing Platform
Automated campaigns, lead scoring, client engagement. Grow without burning out.
Operations & Infrastructure
Onboarding, compliance, reporting. What used to take days now takes minutes.
Custody & Integrations
Real-time connections to Schwab, Goldman Sachs, Interactive Brokers, and GreenPier. No manual imports. No reconciliation headaches.
Portfolio Management
Trading, rebalancing, direct indexing, model portfolios. The tools the big firms have, yours to use how you want.
From first click to first meeting. Watch a lead become a personalized financial plan.
Meet your advisor’s best friend.
Scruffy AI is our tool that connects every part of Tactive so you don’t have to. Built to handle the busywork so you can focus on what matters.
Upload securely.
Scruffy classifies, extracts, and organizes. Instantly.
Get meeting-ready.
Scruffy fetches everything you need in seconds.
Trust what you see.
Confidence scores, approval workflows, and full traceability.
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Avg hours per week saved
Scruffy is built specifically for advisors who want to reclaim their time. It transforms client conversations and data into structured intelligence.
The Lead Capture Sequence
From ad click to booked appointment.
Respond within 1 minute and yield 394% better results. — Based on MIT Research
Digital Ad Campaign
AI-Powered Response
Financial Questionnaire
Personalized Options
Calendar Booking
The prospect arrives at your call informed, pre-qualified, and expecting to talk numbers. All you have to do is show up and close.
The top advisory teams use Scruffy for
Recognized Excellence
Award-winning. Advisor-approved.
WealthTech Top 100
2021, 2022, 2023, 2026
America’s Best TAMP
2021, 2022
Technology Providers: Digital Advisors Winner
2021
Nominated TAMPS: Model Marketplace
2021, 2022
Asset Managers: Model Marketplaces
2021
