Properly maintaining and growing solid client relationships can be more than a full-time job. Leveraging technology to make your days more
efficient has become commonplace but finding the “right” wealth management platform is critical. AUCTUS, Continuum Advisory’s cutting-edge
wealth management platform, brings together the essential tools and data that every advisor needs, while remaining straightforward and user friendly.
FEATURES AND BENEFITS:
MYRIAD OF INVESTMENT CHOICES
AUCTUS provides the tools and resources for advisors to create, manage, and trade their own models. Additionally, an extensive lineup of both single asset class and multi-asset class separately managed accounts are available.
ONE ACCOUNT, MULTIPLE STRATEGIES – THE UNIFIED
MANAGED ACCOUNT (UMA) ADVANTAGE
Blending multiple strategies in a single account has never been easier! AUCTUS provides the technology overlay for you and your clients to enjoy the simplicity of investing in multiple strategies all through a single brokerage account.
New accounts established through AUCTUS are paperless! Avoid needing to print, execute and submit physical forms to establish an account by leveraging this invaluable feature of the platform!
Create side by side comparisons between a client or prospect’s existing portfolio with your recommendations to produce a client approved sales tool incorporating data points such as performance, risk, and exposure.
AUCTUS provides our advisors with access to both market data and overall book level statistics through the Advisor Dashboard.
The power of the AUCTUS platform allows for outside holdings of both investment and variable insurance products that are under your management to be reported through a single comprehensive source.
CUSTOMIZABLE CLIENT REPORTS
The AUCTUS platform allows for the creation of ad hoc client reports which can add value to any client relationship. Choose from a standard format or create your own custom layout.