Access an investment platform that combines institutional methodology, a custom portfolio builder, direct indexing, structured notes, and robo capabilities — all integrated with TactiveAI and leading custodians like Goldman Sachs and Charles Schwab.
Advisors struggle with:
The Tactive Portfolio Engine is your custom portfolio builder for multi-asset, model-driven, and direct indexing portfolios:
Not every advisor wants to build portfolios from scratch. Tactive Models give you a curated, research-driven starting point:
If you want, your Tactive Models can also be used inside your robo and digital account funnels, creating a consistent experience for smaller accounts and full-service advisory clients.
With direct indexing tools integrated into the Portfolio Engine, advisors can:
This gives you institutional-style personalization with scalable workflows.
Beyond traditional equity and fixed income, the Tactive platform gives you access to a marketplace of structured notes and other protective strategies that can be integrated directly into your portfolio workflows:
Structured solutions can be allocated alongside your models and direct indexing portfolios, helping you build more resilient, outcome-oriented client portfolios.
Platform automation supports:
You set the rules and guardrails — the system helps you implement them consistently.
Tactive uses a disciplined, diversified methodology centered around:
This methodology underpins both Tactive Models and the tools you use to build custom portfolios.
Not every relationship starts as a full-service advisory client. Our integrated robo-advisor capabilities let you:
The result: a consistent investment experience, regardless of account size — and a scalable path to future advisory relationships.
Advisors can instantly generate:
Clear reporting makes it easier for clients to stay invested and understand your value.
Includes:
This gives your firm a defensible, documented process for how portfolios are designed and maintained.
Tactive’s portfolio platform is designed to integrate with the custodians advisors already know and trust, including:
Our goal is to make account opening, funding, trading, and reporting feel seamless across your custodial relationships — not like separate systems you have to reconcile manually.
Advisors benefit from:
You get institutional-grade tools in a package your team can actually use.
Behavioral Profiling: Turn behavioral and risk insights into portfolio designs that clients can stick with over full market cycles.
Model Marketplace: Access diverse Tactive Models and strategies, compare performance, and implement quickly while managing client risk effectively.
Risk-Managed Portfolios: Leverage risk-adjusted strategies to seek attractive returns while managing exposure and volatility.
Automated Trading & Rebalancing: Streamline portfolio management with automated trading, rebalancing, and monitoring across models, DI portfolios, and structured note allocations.
Combine a powerful portfolio engine, direct indexing, structured notes, and robo capabilities into one integrated platform. Give every client — from small digital accounts to complex households — a portfolio experience that’s intelligent, tax-aware, and aligned with their goals.
The Portfolio Engine helps advisors build custom portfolios, monitor performance, manage risk efficiently, and streamline trading and rebalancing for better client outcomes.
Create customized portfolios by selecting individual securities while maintaining tax efficiency and control. ]
Access diverse portfolio models and strategies, compare performance, implement quickly, and manage client risk effectively.
Leverage risk-adjusted strategies to optimize returns while managing exposure and volatility.
Streamline portfolio management with automated trading, rebalancing, and monitoring.
ScruffyAI automates prep, plans, and client insights — giving you more time for what matters. Start boosting your efficiency and growing AUM today.