A Smarter, More Connected Way to Manage Client Portfolios
Access an investment platform that combines institutional methodology, efficient implementation, and automated oversight — all integrated into the TactiveAI ecosystem.
- The Challenges Advisors Face
Solve the Portfolio Problems Holding You Back
Advisors struggle with:
- Time-consuming portfolio analysis
- Inconsistent rebalancing schedules
- Tools that don’t talk to each other
- Lack of tax-efficient customization
- Fragmented models and allocations
- Manual IPS + suitability workflows
- Difficulty showing value during market volatility
Tactive simplifies all of this inside one platform.
- The Tactive Portfolio Engine
The Core Portfolio Engine That Powers Your Practice
Core Capabilities
- Model portfolio creation & customization
- Dynamic portfolio analytics
- Real-time drift & allocation monitoring
- Automated rebalancing workflows
- Tax and risk analytics
- Household-level allocation views
- Portfolio comparison and “What If” analysis
- IPS-ready output summaries
- Direct Indexing Functionality
Personalized, Portfolio Construction
What advisors can do:
- Build personalized portfolios for clients
- Optimize for taxes, factors, or exclusions
- Improve after-tax outcomes
- Create unique client value not possible with ETFs alone
- Trading & Rebalancing
Stay in Control While Reducing Manual Work
Platform automation supports:
- Rebalancing triggers
- Drift alerts
- Tax-aware trades
- Efficient implementation
- Household-level trade workflows
- One-click execution from advisor dashboard
- Investment Methodology
A Modern, Research-Driven Investment Framework
Tactive uses a disciplined and diversified methodology centered around:
- Risk-adjusted portfolio design
- Forward-looking optimization
- Multi-factor diversification
- Robust scenario modeling
- Tax-efficient implementation
- Behavioral alignment with client preferences
- Client-Friendly Reporting
Help Clients Understand Their Portfolio Clearly
Advisors can instantly generate:
- Allocation visualizations
- Risk/return summaries
- Tax impact insights
- Comparative views
- IPS-ready summaries
- Compliance & Oversight
Built-In Controls That Reduce Advisor Risk
Includes:
- Documentation of changes
- Suitability checks
- Audit-ready logs
- IPS consistency checks
- Trading oversight alerts
- Portfolio alignment monitoring
- Why Advisors Choose Tactive
An Institutional Platform Without the Complexity
Advisors benefit from:
- Differentiation from competitors
- Time savings on models & rebalancing
- Scalable implementation
- Improved after-tax client outcomes
- Automated oversight & workflows
- Seamless integration with TactiveAI
- Portfolio Engine Features
Advanced Tools to Build, Manage, and Optimize Client Portfolios Efficiently
The Portfolio Engine helps advisors build custom portfolios, monitor performance, manage risk efficiently, and streamline trading and rebalancing for better client outcomes.
Behavioral Profiling
Create customized portfolios by selecting individual securities while maintaining tax efficiency and control. ]
Model Marketplace
Access diverse portfolio models and strategies, compare performance, implement quickly, and manage client risk effectively.
Risk-Managed Portfolios
Leverage risk-adjusted strategies to optimize returns while managing exposure and volatility.
Automated Trading & Rebalancing
Streamline portfolio management with automated trading, rebalancing, and monitoring.
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.