The AI-Powered Operating System for Financial Advisors
One connected ecosystem for planning, portfolios, communication, and growth — powered by TactiveAI.
- The Problems Modern Advisors Face
Technology Built to Fix What Slows Advisors Down
Common Advisor Pain Points:
- Too many disconnected systems
- Hours wasted on prep work
- Manual IPS, summaries, and follow-ups
- Difficult to scale without staff
- Fragmented portfolio and planning tools
- Limited differentiation from competitors
- Meet TactiveAI: The Advisor’s Best Friend
TactiveAI Makes Your Day Faster, Smarter, and Simpler
What TactiveAI Automates
- Instant meeting prep
- IPS and plan summaries
- PDF/document analysis
- Automated follow-up messages
- Opportunity alerts across your book
- Ongoing client insights
- The Advisor Dashboard
Your Complete Advisor Command Center
Dashboard Benefits
- Unified client profiles
- Automated meeting prep
- Workflow/task management
- Allocations + portfolio insights
- Behavioral indicators
- Historical engagement tracking
- Integrated Planning Tools
Planning Designed for Scale
What You Can Do
- Run goals-based analysis
- Auto-generate plan summaries
- Align risk to portfolio decisions
- Present clean, client-friendly outputs
- Portfolio Technology
Institutional-Grade Portfolio Engine
Capabilities (No Partner Names)
- Direct indexing functionality
- Optimized model portfolio engine
- Real-time drift analysis
- Automated rebalancing workflows
- Risk, tax, and allocation intelligence
- Behavioral Insights
Deep Insights That Strengthen Relationships
What the Insight Engine Provides
- Risk preference profiles
- Decision-making traits
- Portfolio alignment indicators
- Engagement patterns
- Workflow Automation
Automate Your Day Without
Losing Control
Automated Processes
- Meeting prep
- Summaries
- Tasks
- Document scanning
- Follow-ups
- CRM entries
- Compliance notes
- Opportunity alerts
- Why Advisors Choose Tactive
Scale Faster. Work Smarter. Grow More.
Advisor Advantages
- Drastically reduce admin time
- Grow without additional staff
- Improve documentation
- Deliver personalized experiences at scale
- Operate with modern, integrated technology
- Stand out in a crowded market
- Key Advisor Dashboard Features
Streamline Your Workflow and Stay on Top of Every Client Interaction
All your essential tools come together in one intuitive interface. Manage notes, track insights, prepare meetings, and automate routine tasks — saving time and helping you focus on what matters most.
CRM Sync & Task
Keep all client notes, tasks, and reminders organized in one central location.
AI Meeting Prep
Automatically generate meeting agendas, summaries, and talking points for every client.
Client Summaries & Alerts
Receive instant insights, notifications, and alerts to stay informed on all client activity.
Workflow Automation
Automate repetitive tasks and follow-ups so you can focus on high-value work.
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.