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.
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.
AI-driven behavioral insights reveal how clients think, react, and decide. Risk profiles, engagement data, and financial inputs flow into one system. Marketing and client interactions continuously refine insights. Advisors communicate better, anticipate concerns, and reduce behavioral risk.
Behavioral data informs every decision. Portfolios, AI insights, workflows, and reporting live in one platform. Scruffy AI surfaces talking points, actions, and opportunities. No disconnected tools. No data silos.
Customized portfolios built for each client, not static models. Asset allocation powered by the Black-Litterman methodology. Structured notes access through with 30+ investment banks. Outcome-focused solutions with built-in risk control.
Done-for-you digital marketing and qualified appointments. AI helps identify ideal prospects and improve conversions. Prospect data flows directly into the advisor ecosystem. Technology that accelerates growth, not a robo competitor.
Account setup, billing, reporting, and client service handled for you. Secure client portals for communication and document sharing. Scalable infrastructure as your firm grows. One partner. One platform.
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.
Done-for-you marketing, qualified leads, and booked appointments. AI-driven prospecting replaces outdated seminars and webinars. As your business grows, you earn growth-based bonuses back. Your success is directly rewarded, not just supported.
-Goldman Sachs RIA platform
-Charles Schwab RIA platform
-Tindeco Vision (Direct Indexing)
-Capital Preferences behavioral engine
-Money.net / Green Pier
-Halo Structure Notes
-Black Diamond
Behavioral insights, portfolios, marketing, and operations fully connected. Client and prospect data flow into a single advisor dashboard. Decisions are informed by real client behavior, not assumptions. Everything works together to reduce friction and improve outcomes.
AI analyzes behavior, risk tolerance, engagement, and decision patterns. Insights guide conversations, timing, and portfolio decisions. Advisors communicate with precision and confidence during any market. Smarter advice starts with deeper understanding.
Tactive provides your clients with secure portals, clear reporting, and institutional-grade planning support — all delivered through you, their trusted advisor.
Elevating Your Advisory and Investment Excellence. Our approach equips RIAs, IARs, breakaway reps and financial institutions with customized solutions that enhance their advisory capabilities.
We have Custodial, Institutional partners and a tech stack to match
Join us to enhance your advisory services with our tailored growth strategies, marketing, and operational support, designed to accelerate success."