Tactive Advisors has licensed FTA’s UniFi core banking and WealthTech applications that will be used as the technology infrastructure for the Tactive WealthTech Platform. The partnership enables Tactive to further develop their technology strategy of a unified wealth management platform to include insurance, banking, and alternative solutions that offers a holistic financial services platform to its financial advisor partners and their clients. The FinTech Automation Infrastructure-as-a-Service will be the foundation of the Tactive Platform to assist their advisors truly compete in a financial services market increasingly dominated by larger financial institutions.
David Joon Park, Founder and CEO of FinTech Automation said, “Independent financial advisors have always done a good job of offering high-touch service to their clients but have been incapable of offering a combined banking and wealth management solution while maintaining their ability to remain independent. With the Tactive platform, it will create a formidable holistic financial services platform their advisors can harness to offer truly unbiased financial solutions to solve client needs.”
Joe Gissy, Founder and CEO of Tactive, added, “The Tactive Platform was specifically designed to support advisors through a comprehensive tech stack enabling them to scale their business, and by incorporating FinTech Automation’s Infrastructure-as-a-Service, we will continue to disrupt the current financial advisory space and lead in the new evolution in WealthTech.”
