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Advanced Advisor Technology Solutions
Tactive enhances advisory services by integrating cutting-edge tech solutions. This approach streamlines processes, improves client interactions, and supports data-driven decision-making, ensuring advisors can focus on delivering personalized, high-quality financial advice.
A comprehensive dashboard providing advisors with instant access to client information, financial insights, and actionable data, streamlining portfolio management and decision-making processes.
Offers a consolidated view of a client's entire household, facilitating better financial planning and personalized advice by understanding the full scope of assets and investments.
A dedicated center for efficiently managing and responding to all client service requests, ensuring high satisfaction and operational excellence.
Centralizes the creation, adjustment, and application of investment models, allowing for strategic portfolio management tailored to client goals.
Dynamic tools for generating personalized client reports and in-depth portfolio analyses, enhancing transparency and client engagement.
A branded, secure portal for clients to view their investment performance, access documents, and communicate directly with their advisor.
Offers a private, branded Turnkey Asset Management Platform that aligns with your firm's identity, supporting unique investment approaches and client experiences.
Enables advisors to develop and manage their own investment models, offering personalized strategies that reflect their expertise and client needs.
Access to a wide range of third-party investment models, providing flexibility and diversity in portfolio construction to meet various client objectives.
Offers outsourced middle office solutions to handle trade processing, risk management, and other operational tasks, allowing advisors to focus on client service.
Supports integration with multiple custodians, providing flexibility in choosing the right custodial services for clients' specific needs and preferences.
Tactive Qualified Plans streamline retirement planning with strategic designs and fiduciary oversight, enhancing employer offerings and ensuring compliance.