Investing. Beyond.

Tactive is disrupting the current financial advisory space and ushering in the new evolution in WealthTech. Our award-winning FinTech platform simultaneously serves all channels, including retail and the entire advisors market, Tactive W2 employees, independent advisors, and RIAs.

Tactive’s retail platform levels the financial playing field for investors. We accomplish this by giving investors access to institutional active investment strategies blended to their goals, at minimums similar to mutual funds and ETF accounts. Individual investors can benefit from our Tactive Wealth Advisor network by opting in for guidance anytime.

Tactive Wealth Advisors also benefit from the retail platform in several ways: individuals opting in, using the platform to manage smaller accounts more efficiently and accepting smaller accounts, and earning additional wallet share of the investor over time.

Everybody does better when everybody does better.

Our Tactive Wealth Advisors can manage, monitor, and allocate resources more efficiently using our proprietary Tactive Workstation. More importantly, Tactive’s W2 advisors, IARs, and RIAs can better serve their clients by accessing a complete picture of their business on one dashboard.

In addition to institutional investment stratiges in our Strategy Marketplace, we will provide a highly curated suite of alternative products for Alternatives and other products, alert advisors of any material events, provide performance reporting, tax forms, track commitments, and provide additional updates. We believe we can provide a structure that will allow us to drastically lower the minimums for most products by aggregating subscriptions at the advisor level.

Tactive Wealth Advisors will have the ability to provide a panoply of other products and services to include, individual and commercial banking and insurance products, and investment banking services.

Sit back, strap in and get ready to be blown away. We are taking you on a new and exciting financial journey.