ACCESS TO THE FOLLOWING:
Exclusive Tactive Wealth Strategies
Robo Platform
Research Platforms
Taking Your Business
to the Next Level
The Tactive investment space was specifically designed to support RIAs and IARs.
- Open Accounts with Just a Few Clicks
- Automate Your Trading and Billing Process
- Easy to Understand Client Dashboard
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
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.
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
CUSTODIAL ACCOUNTS INCLUDE:
Charles Schwab
TD Ameritrade
Interactive Brokers
Fidelity
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
Fidelity
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
Fidelity
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
