TACTIVE

The Smart Financial Ecosystem for Modern Advisors

AI-powered advisor platform for planning, portfolios, and growth.

Your AI-Powered Advisor Copilot

ScruffyAI automates your prep work, generates planning documents, analyzes client data, and suggests intelligent follow-ups so you can spend more time in meaningful client conversations and less time managing systems.

Marketing Platform for Advisors
Marketing Growth
STIM Astronaut on orbit of Earth scaled 1

The Tactive Smart Financial Ecosystem

Tactive connects AI, behavioral insights, portfolio construction, marketing automation, and back-office operations into one unified platform built to help advisors grow faster and scale smarter.

Financial advisor using the Tactive AI platform for planning and portfolio management

TactiveAI

Your AI advisor copilot for prep, plans, analysis, and follow-ups.

Financial advisor using the Tactive AI platform for planning and portfolio management

Advisor Technology

Your command center for client insights, notes, tasks, and communications.

Financial advisor using the Tactive AI platform for planning and portfolio management

Asset Management

Direct indexing, Tindeco Vision, and Tactive model portfolios powered by Black-Litterman.

Financial advisor using the Tactive AI platform for planning and portfolio management

Advsior Growth

Skyline-powered funnels, ads, automation, social content, and CRM workflows.

Financial advisor using the Tactive AI platform for planning and portfolio management

Advisor Services

Institutional-grade trading, billing, reporting, and custody integrations.

Financial advisor using the Tactive AI platform for planning and portfolio management

Advisor Clients

Provide clients with secure portals, clear reporting, and a transparent view of their portfolios.

AWARDS & NOMINATIONS

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2021
Nominated TAMPS: Model Marketplace

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2021
Asset Managers:
Model Marketplaces

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2021
Technology Providers: Digital Advisors (Robo) Winner

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2021
America’s Best TAMP

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2021
Wealth Tech Top 100

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2022
Nominated TAMPS: Best TAMP

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2022
America’s Best TAMP

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2022
Wealth Tech Top 100

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2023
Wealth Tech Top 100

How It All Works Together

From the moment a prospect enters your funnel to long-term portfolio management, Tactive automates and optimizes every part of the advisor workflow — without adding overhead.

Prospects captured via Skyline funnels
Behavioral insights from Capital Preferences
Client data analyzed and structured by ScruffyAI
Advisor reviews everything in the Dashboard
Portfolios created via Tindeco + Tactive Models
Trading, billing, reporting handled by our back office
Ongoing communication automated through the platform

Why Advisors Choose Tactive

Financial advisor using the Tactive AI platform for planning and portfolio management
Growth & Recognition

-AUM growth from $8M to over $600M
-Multiple WealthTech awards and nominations

Financial advisor using the Tactive AI platform for planning and portfolio management
Deep Partner Integrations

-Goldman Sachs RIA platform
-Tindeco Vision (Direct Indexing)
-Capital Preferences behavioral engine
-Money.net / Green Pier
-Black Diamond

Financial advisor using the Tactive AI platform for planning and portfolio management
Unified Ecosystem

No disconnected systems. No extra logins. One platform for planning, portfolios, marketing, and operations.

Financial advisor using the Tactive AI platform for planning and portfolio management
AI at the Core

ScruffyAI transforms the advisor’s workflow — preparing meetings, building plans, generating IPS documents, and surfacing opportunities automatically.

Confidence for Your Clients

Tactive provides your clients with secure portals, clear reporting, and institutional-grade planning support — all delivered through you, their trusted advisor.

Strategic Partnership for Financial Professionals and Institutions

Elevating Your Advisory and Investment Excellence. Our approach equips RIAs, IARs, breakaway reps and financial institutions with customized solutions that enhance their advisory capabilities.

Growth Partnership Platform

Our platform, designed for RIAs, IARs, and Breakaway Reps, offers financial incentives and a 2-year growth plan to enhance your practice. Benefit from our equity bonus, cash retention, and growth bonus programs, all while leveraging tailored tools and support for advisory success.

Automated Digital Wealth Advisor (Robo)

Our advanced robo-advisor technology allows for the inclusion of clients who might not meet traditional minimums, automating their investment management seamlessly. The platform adjusts portfolios based on client goals, providing personalized strategies. This enables advisors to focus more on client relationships.

Operational Excellence Support

Streamline your operations and optimize efficiency with our dedicated support. From administrative assistance to advanced technology solutions, we offer a range of services designed to enhance your operational capabilities, allowing you to focus on what you do best: serving your clients and growing your business.

Community of Like Minded Partners

At Tactive Wealth Advisors, we believe in the power of unity and collaboration. That's why we're dedicated to fostering a community of like-minded partners, where shared knowledge, resources, and visions drive us all towards unparalleled success. We Welcome You To Our Community: a vibrant network of financial advisors committed to growth, innovation, and the collective achievement of goals. Join our community today and be part of something truly transformative. Let's embark on this journey together, sharing insights, celebrating successes, and navigating challenges as one.

TACTIVE Partners

We have Custodial, Institutional partners and a tech stack to match

charles schwab
Goldman Sachs
interactive
american trust custody
matrix system
ria in a box
Amazon Web Services Logo
black diamond logo
cognativ company logo
edison risk
right capital
kingdom trust
cnb bank
fba
investi

Ready to See ScruffyAI in Action?

Join us to enhance your advisory services with our tailored growth strategies, marketing, and operational support, designed to accelerate success."

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