Tactive Advisors selects FamilyWealth™ Platform


FinTech Automation has entered into an agreement to license its UniFi core banking application and the FamilyWealth™ platform to Tactive Advisors.

DALLAS, May 19, 2023 (GLOBE NEWSWIRE) — FinTech Automation (“FTA”) announced today that 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…

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