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Empowering Financial Advisors with Comprehensive Support
At Tactive, we seamlessly integrate your Office functions, providing a robust foundation for your business.
Our unique addition, the “Growth Engine Office,” focuses on innovative marketing strategies to drive new client acquisition and business expansion, including specialized Financial Advisor Services. We understand that sustainable growth hinges on continually attracting new clients, and our dedicated marketing efforts are designed to do just that, positioning your firm for success in a competitive landscape.
At Tactive, we serve as your dedicated ERISA 3(38) Investment Manager, expertly managing investment decisions to ease the fiduciary responsibilities for advisors. Partnering with a 402(a) and Plan Administrator, we ensure a robust framework for managing your clients’ qualified plans efficiently and effectively. Our role involves reducing fiduciary liabilities, allowing advisors to focus on what they do best—serving their clients’ needs without the burden of complex plan management. Together with our partners, we handle the intricacies of plan administration and compliance, delivering a seamless experience. This collaborative approach not only simplifies the management of retirement plans but also enhances the value advisors bring to their clients looking to establish qualified business plans.