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- About TACTIVE
A Comprehensive Advisor Platform Built Only for Advisors by Advisors
As your dedicated partner in the journey toward leadership, we go beyond simplification. Our suite of tools, including our innovative hybrid digital platform is designed to propel your growth. By offering financial advisors and cutting-edge solutions and incentives, we empower your practice to flourish. Our expertise is your advantage, as we navigate the complex financial landscape together. With us, your path to success is not just clear—it’s paved with opportunities to innovate and expand.
Hybrid Digital Platform
Our Turnkey Asset Management Platform, integrated with a Integrated Marketing Platform, offers a comprehensive solution for advisors seeking to streamline their operations and enhance client engagement. This powerful combination not only simplifies asset management but also amplifies your marketing efforts, ensuring you can effectively target and engage clients, all while managing your portfolio efficiently.
Growth Accelerator
Introducing the Growth Accelerator by Tactive Wealth Advisors: a dynamic, two-year program designed to elevate your practice through tailored digital marketing strategies and robust business planning. We specialize in driving new leads and maximizing cross-selling opportunities, transforming prospects into loyal customers and significantly enhancing your revenue. As your partner in scaling, we leverage our expertise in the financial advisory landscape to fast-track your success, ensuring a strategic and innovative approach to growth.
Next Generation Marketing Services
We harness the transformative power of AI to revolutionize your marketing strategy. Our comprehensive suite of services includes advanced lead generation, dynamic social media management, and insightful analytics—all fully automated to ensure precision and efficiency. Our nurturing campaigns are crafted to keep your audience engaged over time, enhancing lead quality and conversion rates. Leveraging state-of-the-art AI technology, our systems seamlessly integrate with your existing operations, providing a hands-off solution that allows you to focus on growing your business. With everything done for you, our platform ensures that every aspect of your marketing strategy works together to bring about measurable results.
- Awards and Recognitions
AWARDS & NOMINATIONS
2021
Nominated TAMPS: Model Marketplace
2021
Asset Managers:
Model Marketplaces
2021
Technology Providers: Digital Advisors (Robo) Winner
2021
America’s Best TAMP
2021
Wealth Tech Top 100
2022
Nominated TAMPS: Best TAMP
2022
America’s Best TAMP
2022
Wealth Tech Top 100
2023
Wealth Tech Top 100
- Services For RIAs, IARs, Breakaway Reps and Institutions
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.
- Our Partners
TACTIVE Partners
We have Custodial, Institutional partners and a tech stack to match
- Why Choose TACTIVE
Partner with TACTIVE Elevate Your Advisory Business
Partner with TACTIVE to amplify your practice’s growth through targeted marketing and operational enhancements. Our comprehensive support framework is designed to boost your visibility, attract new clients, and streamline your operations, positioning your business for success in a competitive marketplace.
- Success Stories
Hear from Our Satisfied Clients and Partners
Testimonials from individual clients and advisors, focusing on success stories and positive experiences.
These testimonials were provided by current clients of Tactive’s Advisory Only Platform, Not Tactive Wealth Services. The client was not compensated, nor are there material conflicts of interest that would affect the given statement. The statement may not be representative of the experience of other current clients and does not provide a guarantee of performance success or similar services. The client testimonials presented were chosen by the firm, other clients may have different experiences
Ready to Boost Your Advisory Practice?
Join us to enhance your advisory services with our tailored growth strategies, marketing, and operational support, designed to accelerate success."