Slide thumbnailTactical Technology
Designed for RIAs & IARs
TAMP Services to Take Your Business to the Next LevelCONNECT WITH US
satellite for Tactive investment advisors

Taking Your Business
to the Next Level

The Tactive investment space was specifically designed to support RIAs and IARs.

  • Comprehensive Tech Stack to scale your business
  • Digital Client On-boarding and investment selections
  • Alternative Investment Options
  • Digital Marketing Execution and client prospecting tools

Scale Your Practice

with our WealthTech platform

  • Easy account opening and seamless account transfers
  • Automated trading
  • Automated billing
  • Easy client-facing dashboard with real account return data
  • Back Office Support – Operations, Administration, Billing and Trading.
  • Compliance Support
  • Client and Advisor Dashboards

Marketing, Leads and New Clients

with an Advisor Landing Page

  • We are building more financial services under one roof which allows you to bring more value to your clients, and keeps clients for life.

Breaking Down the 401(k) Market Barriers

Simple to use, Simple to understand 401(k) platform

  • We do the heavy lifting, you just manage the clients.

Ongoing Advisor Support

We have a coaching team dedicated to helping you on-board your practice, as well as your clients

  • Through the sales process, it’s easy to walk clients through our platform and open up new accounts in just a few clicks.
  • Advisor Business and Mentorship programs. Build the business you want at the speed you want.

Automated Tactical Portfolio Strategies

Depending upon the strategy you choose, or your clients choose, they will be automatically rebalanced for you depending upon that strategies market signals. No “gut feelings” or human intervention with our Strategies. 100% tactically driven without the human emotion.

Ease of Technology for Your Clients

Our platform enables your clients to see their investments in a simple easy to use platform. They can track their progress along with the strategies that they are using all with the help of your financial expertise.

PACKAGES FOR ADVISORS & RIA FIRMS
MONEY MANAGER

SERVICES

ACCESS TO THE FOLLOWING:

Exclusive Tactive Wealth Strategies
Robo Platform
Research Platforms

CUSTODIAL ACCOUNTS INCLUDE:

Charles Schwab
TD Ameritrade
Interactive Brokers

ADD-ON SERVICES TO INCLUDE*

Black Diamond

INDEPENDENT ADVISOR

IAR SERVICES

ACCESS TO THE FOLLOWING:

Exclusive Tactive Wealth Strategies
Robo Platform
Research Platforms

CUSTODIAL ACCOUNTS INCLUDE:

Charles Schwab
TD Ameritrade
Interactive Brokers

INCLUDED SERVICES FOR ALL AUM LEVELS:

RIA in A Box Compliance
Docusign
Transfer Large Files
Redtail

Further discounts and software packages available depending upon AUM level

RIA FIRM

TAMP SERVICES

ACCESS TO THE FOLLOWING:

Exclusive Tactive Wealth Strategies
Robo Platform
Research Platforms

CUSTODIAL ACCOUNTS INCLUDE:

Charles Schwab
TD Ameritrade
Interactive Brokers

DISCOUNTS ON ADD-ON SERVICES TO INCLUDE*

Black Diamond

Orion

Asset Map

Snappy Kraken

White Glove

Positraction

Transfer Large Files

By All Accounts

Instream Wealth

Kwanti

Docusign

Ethos

Steep Digital

Smartasset

*Includes additional fees

CONTACT

410 Sovereign Court, Suite 14,
Manchester, MO 63011