The Future For Financial Advisors Has Arrived. Meet Tactive's ScruffyAI: The Advisors Best Friend

Scruffy our AI copilot, saves advisors up to 10 hours a week by automating meeting notes, client intake, plan drafts, follow-ups, and more so you can spend more time with clients, not admin.

Because Modern Advisor Practices Do Not Need More Spreadsheets & Manual Processes

The wealth-management world is evolving fast. Clients expect personalization, instant answers, and proactive guidance. Advisors are buried in:

Meeting prep and follow-up
Intake forms and plan updates
Documentation and compliance requirements

Traditional tools, spreadsheets, siloed apps, manual workflows, were never built for this reality.

Multi-Agent Intelligence + Real-Time Data + Regulatory Aware Infrastructure

Specialized AI Agents
Purpose-built AI for planning, investing, compliance, and client communication.

Connected Intelligence
Market data, client portfolios, client needs and goals stay aligned and up to date.

Multiple LLM’s are Orchestrated by Design
Every workflow, service request and client communications are all documented and automatically processed to efficiently run your business.

Compliance Infrastructure
Every input and output is documented, traceable, audit-ready in a closed LLM environment. So your queries and information are confidential and safe.

ScruffGuard™ Security
A dedicated security and governance layer designed for regulated firms.

Safe: Guardrails aligned to advisory compliance standards
Secure: Enterprise-grade encryption and access controls
System: Centralized oversight and permissions

Your AI-Powered Advisor Command Center

Unified Client View
All client account, information, documents, and history in one place.

AI Meeting Prep
Automatic purposeful agendas, meaningful topics and insights, and organized action items and follow up.

Workflow Management
Task efficiency, and automated reminders to track and complete follow up items. Saves time and enriches client engagement.

Portfolio Insights
Automated monthly, quarterly and annual market commentary, thats made relevant for your client portfolios.

Behavioral Intelligence
Our system incorporates client behavior and customizes communication with clients based on their personality. You can be confident that the client receives information in a manner they understand.

What ScruffyAI Can Do: For Advisors & Investors

Instant meeting prep & client summaries.
Automated IPS and plan generation
Customized, tax-aware portfolio modeling & rebalancing
Behavioral & risk profiling translated into portfolio & communications guidance
Opportunity detection and alerting (e.g. drift, rebalancing triggers, income/tax events)
Compliance-ready documentation and audit logs
Scalable workflow support — ideal for advisors managing many households

We’re Not Replacing Advisors — We’re Amplifying Them

With TactiveAI, advisors gain:

Clarity — data-driven insights and outputs
Efficiency — more client touchpoints with less time spent on admin
Consistency — repeatable, documented processes
Scalability — deliver high-touch service to more clients without hiring more staff

Built to Scale — Today, Tomorrow, and Beyond

Expandable agent architecture — new agents can be added as needed (tax-loss harvesting, alternative assets, crypto, ESG, etc.)
Multi-custodian support — Built to integrate with multiple custodians and custodial workflows, so you can meet advisors where they already custody assets.
Enterprise-ready infrastructure — Suitable for growing RIAs, multi-branch practices, and potential white-label partnerships.
Analytics & benchmarking — Data-driven insights to support business intelligence, performance tracking, and advisor benchmarking over time.

What ScruffyAI Does

Planning Intelligence — Generates IPS drafts, plan outlines, and recommendation language based on your process and client data, so you can focus on judgment instead of typing.

Meeting Intelligence — Creates agendas, summaries, opportunity flags, concerns, and next steps from your calls and meetings — ready to review, send, and document.

Data Intelligence — Parses statements, PDFs, forms, and CRM notes instantly, extracting the key values and entities you need and feeding them into the Tactive ecosystem.

See how ScruffyAI eliminates manual work, reduces complexity, and gives advisors back hours every week.

Before ScruffyAI

30–60 minutes of prep for each client meeting
Manual review of emails, notes, and statements
Hand-crafted IPS language and plan write-ups
Re-typing data into multiple systems
Trying to remember every client detail and commitment

With ScruffyAI

Instant meeting prep and talking points
Automated IPS and plan drafts for your review
Clean, structured notes pushed into your systems
Follow-up suggestions and task lists generated automatically
A consolidated, AI-powered view of each household

Part of the Tactive Smart Financial Ecosystem

Step 1 — Dashboard
Your command center for client profiles, alerts, tasks, and AI-generated insights.

Step 2 — Portfolio Engine
Portfolios, models, and direct indexing tools that use TactiveAI insights to support design, monitoring, and rebalancing.

Step 3 — Behavioral Insights
Risk and decision-making intelligence that feeds TactiveAI’s meeting prep, planning, and communication guidance.

Step 4 — Marketing Engine
Turn events and opportunities surfaced by TactiveAI into timely outreach and campaigns that grow your book.

Step 5 — Custody / Back Office
Trading, billing, reporting, and custodial workflows supported by better data, cleaner documentation, and AI-assisted operations.

Ready to Get Started?

ScruffyAI automates prep, plans, and client insights — giving you back up to 10 hours a week so you can focus on what matters most: your clients. Ready to see it in action?

What ScruffyAI Does

Explain the three major functional pillars of ScruffyAI that replace manual advisor work. Use a 3-column layout.

Your Workflow Before vs. After ScruffyAI

Show how ScruffyAI eliminates manual work, reduces complexity, and gives advisors back hours every week. This side-by-side comparison highlights the immediate value of switching to an AI-powered workflow.