A Complete Back-Office & Support System for Growth-Focused Advisors
We handle the heavy lifting — onboarding, operational workflows, documentation, trading coordination, and ongoing support — so advisors can spend more time building relationships and growing their practice.
- 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 all of this in one integrated support ecosystem.
- Advisor Onboarding Support
Fast, Smooth, White-Glove Advisor Onboarding
What We Handle 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 Trade Support Without the Headaches
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
TactiveAI accelerates support by auto-generating:
- Meeting notes
- Client summaries
- Follow-ups
- IPS drafts
- Tasks & workflows
- Opportunity alerts
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
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.