THE TACTIVE PLATFORM
Institutional tools. Independent spirit.
A complete back-office, portfolio engine, and AI copilot, so you can focus on clients, not operations.
The Problem
From first touchpoint to long-term client relationships, Tactive brings together connected technology, intelligent automation, and AI assistance into one seamless platform.
Front Office
Client Experience
Advisor-facing and client-facing growth activity that drives your business forward.
Advisor Recruiting & Onboarding
Streamlined onboarding workflows to get new advisors productive from day one.
Sales & Business Development
Pipeline tracking, opportunity management, and growth-focused workflows.
Proposal Generation
AI-assisted proposals tailored to each prospect's goals and risk profile.
Financial Planning Support
Integrated planning tools and data to support comprehensive client strategies.
Client Meetings & Communication
Meeting prep, automated summaries, follow-ups, and communication history.
Marketing & Lead Generation
Done-for-you campaigns, lead scoring, and prospect nurturing funnels.
CRM Activity
Centralized client relationship management integrated across the platform.
Investment Presentation & Story
Build compelling investment narratives backed by data and portfolio analytics.
Middle Office
Portfolio Intelligence
Investment and operational coordination that keeps portfolios aligned and your practice running smoothly.
Construction & Management
- Portfolio construction customization & support
- Model management
- Trade oversight and rebalancing workflows
Analytics & Monitoring
- IPS alignment
- Risk analytics
- Performance monitoring
Coordination & Compliance
- Billing calculations review
- Workflow management between advisor, custodian, and platform
- Compliance support tied to investment activity
Back Office
Operations
Administrative and processing infrastructure so you never have to worry about the details.
Account Opening Support
New account setup, digital applications, transfer support, and suitability verification.
Paperwork & Document Processing
Automated document workflows, signature collection, and form management.
Custodial Coordination
Direct coordination with Schwab, Goldman Sachs, and Interactive Brokers.
Fee Billing & Reconciliation
Automated fee calculations, billing cycles, and reconciliation across accounts.
Reporting Administration
Client-ready reports, performance statements, and regulatory filings.
Data Entry & Maintenance
Accurate data management, record updates, and system-wide consistency.
Compliance Records & Audit Trail
Complete audit trails, compliance documentation, and regulatory record keeping.
Vendor Management
Third-party coordination, service agreements, and vendor relationship oversight.
Operational Support & Service Tickets
Dedicated support team, issue tracking, troubleshooting, and escalation management.
The Result
Scale without hiring.
Get the leverage of a much larger team without adding overhead to your P&L.
0/7
AI assistant availability
0+
Hours saved per week
Zero
Additional staff needed
0%
Compliance documentation
Every advisor accesses Scruffy, an AI copilot built on TactiveAI, plus an institutional-grade back office. It's like having an assistant working 24/7, feeding your team clean information so they can move faster and make fewer mistakes.
How the Platform Works
How It All Works Together
One platform. Everything connected. Scruffy is the AI. Tactive is the ecosystem.
Capture
Capture
Prospects captured via marketing funnels.
Understand
Understand
Behavioral insights & risk profiles for client and spouse.
Prepare
Prepare
Client data analyzed and structured by ScruffyAI.
Review
Review
Advisor reviews everything in the Dashboard.
Execute
Execute
Portfolios created, trading handled, and communication automated through the platform.
Frequently asked questions
Everything you need to know about the Tactive platform.
What exactly is the Tactive platform?
Tactive is a complete operating system for independent advisors -- front office, middle office, and back office, all connected in one place. It combines a portfolio engine, AI copilot, done-for-you marketing, custodial coordination, and compliance infrastructure so you can run a sophisticated practice without the overhead of a large firm.
Do I need to build my own investment models?
No. You can start with Tactive Models that are already mapped to client risk profiles, or use them as building blocks within a fully customized portfolio strategy. Direct indexing and structured notes also integrate into the platform, giving you institutional-level construction capabilities without needing a dedicated investment team.
What happens to my existing client relationships during the transition?
Tactive's onboarding team manages the transition, including account transfers, data migration, and custodial coordination, so the experience is seamless for your clients.
How does the platform help me scale without adding staff?
Scruffy, the AI copilot built on TactiveAI, handles the work that would otherwise require additional headcount -- meeting prep, document processing, follow-up drafts, compliance documentation, and client summaries. Combined with the back-office operations team, most advisors save 15 or more hours per week without hiring a single additional person.
