SCRUFFGUARD
AI you can actually trust.
Built-in verification. Full traceability. Complete control.
The Framework
Three pillars of trustworthy AI.
Every piece of data Scruffy touches is governed by a three-part security framework.
Safe
Guardrails aligned to advisory compliance standards. Every output is checked against regulatory requirements before it reaches you.
Secure
Enterprise-grade encryption and access controls. Your client data never leaves your environment.
System
Centralized oversight and permissions. Admins control who sees what, with full audit trails.
Compliance Built In
Audit-ready from day one.
Traceable documentation in a closed environment, designed for advisory compliance.
Confidence Scoring
AI-extracted fields include confidence scores, so you know exactly how reliable each data point is.
Source Traceability
See exactly where each data point came from — the document, page, and field that produced it.
Human Review Workflows
Low-confidence fields are flagged for advisor approval before entering your system.
Audit Trail
Complete, exportable history of every action to audit who did what, when, and where.
Closed Environment
Data stays within your secure infrastructure. No third-party model training on your client data.
Regulatory Alignment
Built to meet SEC, FINRA, and state regulatory requirements.
See verification in real time.
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Enterprise-grade security and controls
Tactive meets the highest industry standards for security and compliance.
More About SecuritySOC2 II
CCPA
ISO 27001
GDPR
ISO/IEC 42001
The top advisory teams use Scruffy for
Frequently asked questions
Everything you need to know about ScruffGuard and compliance.
Can AI really be trusted with client data?
That's why we built ScruffGuard. Instead of trusting blindly, you verify. Every field, every time. Confidence scores, source traceability, and human review workflows are built in.
Does my client data ever leave my environment?
No. ScruffGuard operates in a fully closed environment. Your client data is never shared with third parties, never used to train external AI models, and never accessible outside your firm's secure infrastructure. What you upload stays with you.
Who at my firm can access client data within the platform?
Access is controlled through centralized permissions. As the admin, you determine who sees what. Team members only access the data you authorize, and every permission change is logged. If you have multiple advisors on your team, you can configure access at the individual level.
How do I prove this to my compliance team?
Every piece of extracted data comes with a full audit trail: who uploaded the document, who reviewed it, who approved it, and when. Export-ready for compliance reporting.
