Your advisor’s best friend.
AI that handles the busywork — so you can focus on clients.
Meet your advisor’s best friend.
Why Scruffy
Built for the way advisors actually work.
Scruffy is built specifically for advisors who want to reclaim their time. It transforms client conversations and data into structured intelligence.
Inside the Engine
Multi-agent AI architecture.
Under the hood, Scruffy orchestrates specialized agents, connected data sources, and compliance infrastructure — working together in real time.
Specialized AI Agents
Purpose-built for planning, investing, compliance, and communication.
Connected Intelligence
Integrates market data, portfolios, and client needs in real time.
Multiple LLM Orchestration
Documented workflows and client communications processed efficiently.
Compliance Infrastructure
Audit-ready, traceable documentation in a closed environment.
ScruffGuard Security
Three-part framework: Safe, Secure, System. Trust built into every layer.
Upload. Classify. Extract. Done.
Documents
0 filesMeeting-ready in seconds.
Select a client to generate meeting prep
Scruffy will pull portfolio, activity, and action items automatically
ScruffGuard
AI you can actually trust.
When Scruffy extracts data from your documents, every field comes with confidence scores, source traceability, and a review workflow.
The Human + Machine Advantage
AI amplifies what you already do best.
Scruffy handles the complexity so advisors can focus on relationships.
Clarity
Data-driven insights that cut through noise.
Efficiency
More client touchpoints, less administration.
Consistency
Repeatable, documented processes every time.
Scalability
High-touch service without additional headcount.
Frequently asked questions
Everything you need to know about Scruffy and the Tactive platform.
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.
What happens when Scruffy isn't confident?
When confidence is below threshold, Scruffy flags the field for human review. Nothing gets approved without your sign-off.
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.
I am not particularly tech-savvy. Is this going to be complicated?
Scruffy was built for advisors, not for engineers. The interface is simple by design -- upload a document, select a client, review what the system surfaces. If you can use email, you can use Scruffy. The complexity lives under the hood so it does not have to live in your workday.
