Ready to Upgrade Your Practice Support?
Combine ScruffyAI with a full institutional-grade back office. Free your team from operational drag so you can spend more time with clients and growing AUM.
A Complete Back-Office & Support System for Growth-Focused Advisors
We handle the heavy lifting — onboarding, operational workflows, documentation, trading coordination, and day-to-day support — so you can spend more time building relationships and growing your practice. Every advisor on our platform also gets access to Scruffy, our AI copilot built on TactiveAI, plus an institutional-grade back office.
- Why Advisors Need a Better Support System
Most Advisors Spend Too Much Time on Things That Don’t Drive Growth
Common Pain Points:
- Operational tasks eating time
- Complex custodian processes
- No unified support structure
- Manual documentation & compliance friction
- Slow onboarding for new clients
- Inconsistent firm-wide workflows
- Staff burnout or resource constraints
Tactive solves these pain points with one integrated ecosystem: a dedicated back office, connected technology, and AI assistance working together.
- Advisor Onboarding Support
Fast, Smooth, High Touch Onboarding Experience
Done For You:
- Advisor platform setup
- System configuration
- Dashboard customization
- Data migration guidance
- Integrations with CRM & email
- Personalized onboarding roadmap
- Client Onboarding Services
A Streamlined, Client-Friendly Onboarding Experience
Our Team Supports You With:
- New account processing
- Digital application workflows
- Transfer support
- Account opening documentation
- Signature workflows
- Suitability and profile verification
- Household linking
- Trading & Operations Support
Efficient, Accurate, and Documented Trading Support
Operational Support Includes:
- Trade file processing
- Rebalancing coordination
- Corporate action handling
- Cash management guidance
- Allocation adjustments
- Drift and tolerance monitoring
- Trade confirmations & audit logs
- Trading & Operations Support
Efficient, Accurate, and Documented Trading Support
Operational Support Includes:
- Trade file processing
- Rebalancing coordination
- Corporate action handling
- Cash management guidance
- Allocation adjustments
- Drift and tolerance monitoring
- Trade confirmations & audit logs
- Compliance-Friendly Documentation Support
Reduce Risk With Automated Documentation & Oversight
Advisor Services Include:
- IPS assistance via TactiveAI
- Meeting summary documentation
- Compliance logs
- Task reminders
- Activity audit trails
- Required data collection
- End-client communication archives
- Advisor Support Team
Real People Who Understand Advisor Needs
Our Team Helps With:
- Custodian support questions
- Account corrections & maintenance
- Platform troubleshooting
- Advisor workflow guidance
- Integration and password resets
- Best-practice recommendations
- Operational escalations
- TactiveAI-Enhanced Support
AI Assistance That Makes Every Advisor More Efficient
Scruffy, our AI assistant built on TactiveAI, supports your back office by auto-generating:
- Meeting notes and key decisions
- Client summaries and context
- Draft follow-up emails and talking points
- IPS and plan language for your review
- Tasks and workflows based on meetings and events
- Opportunity alerts that flag items needing attention
It’s like having an assistant working 24/7.
- Why Advisors Love Tactive Services
Scale Without Hiring Additional Staff
Advisors join Tactive for:
- Time savings
- Better workflows
- Cleaner documentation
- Faster onboarding
- Fewer operational mistakes
- More time for prospecting & meetings
- Increased firm scalability
- Stronger compliance posture
- Back Office & Custody Features
Institutional-Grade Operations That Help You Scale Without Added Overhead
Custodial Access (Schwab, GS, etc.)
Seamless access to leading custodians for secure account opening, funding, and ongoing service.
Trading & Rebalancing
Automate trade execution and portfolio rebalancing so client accounts stay aligned with models and risk targets.
Billing & Reporting
Generate accurate billing and clear performance reports without manual spreadsheets or double-entry.
Client Portals
Offer clients easy access to their accounts, documents, and performance insights in one place.
- Back Office & Custody Features
Institutional-Grade Operations That Help You Scale Without Added Overhead
Our Back Office Engine handles trading, billing, reporting, and custody operations behind the scenes, giving advisors more time to focus on client relationships and growth.
Custodial Access (Schwab, GS, etc.)
Seamless access to leading custodians for secure account
Trading & Rebalancing
Automate trade execution and portfolio rebalancing to keep client accounts aligned
Billing & Reporting
Generate accurate billing and clear performance reports without manual effort.
Client Portals
Offer clients easy access to their accounts, documents, and performance insights in one place.
Ready to Get Started?
ScruffyAI automates prep, plans, and client insights — giving you more time for what matters. Start boosting your efficiency and growing AUM today.