Advisor GATEWAY
Gateway is the Continuum advisor portal designed to serve as the launching point for all strategic technology platform solutions. Through a single point of contact, Gateway is the entry way to the Continuum digital ecosystem built to power the advisor's business, including CRM, digital account processing, portfolio management, and Black Diamond performance reporting. Gateway opens the breadth and depth of our strategic alliances to access powerful tools and resources to power our advisor's business.
Community
Our community page highlights past conferences and community outreach projects our firm and partners are associated with.
Resources
Access Continuum Forms and Advisor documentation through our document storage partner, Egnyte.
This can also be accessed through Redtail.
AUCTUS is our premier Advisor Portal providing access to aggregated client data, model and directed trading as well as performance reporting and the client portal.
A best-in-class CRM houses your client data to support mailings and client interactions. Drive additional efficiency by Redtail by integrating with AUCTUS.
Triad Advisors serves as the Broker/Dealer for Continuum Advisors. Access commission business and B/D resources here.
TD Ameritrade is our premiere custodian supporting the majority of our fee-based accounts. Access TD for custodial forms and resources.
Charles Schwab will become our primary custodian as they and TD Ameritrade complete their merger in 2023. Schwab offers a number of Practice Management and Best Practices resources.
eMoney and MoneyGuide Pro are our preferred partners for Financial Planning. Access eMoney or MoneyGuide Pro to view a variety of resources to help you plan for your client’s needs.