Every client and member’s situation is different. Every financial solution needs to be too.
With an advisory program that’s as extensive as it is simple to use, planning for every situation has never been easier.
Meet life’s moments.
From proposal generation to account opening, the Contour™ advisory platform gives you the end-to-end wealth management tools you need to do the job efficiently—all in one place.
Schedule a demoStraight-through processing
Automated rebalancing and tax-loss harvesting
Access to a multitude of strategists
Proposal generation
Integrated account opening
Fee-based annuities
Robust reporting and research
Portfolio construction
Trading and billing
Wealth management should work the way you do. So use our advisory platform, or keep an approved third-party provider. And if a combination of both is the answer, that works too.
Your business, your call.
With a full-wrap program that rolls all client charges into a single fee or a per-transaction structure, our advisory platform provides a solution for you—with ease, simplicity and transparency.
Choose from premium prebuilt portfolios, or build from a wealth of third-party managed funds:
800+ strategist portfolios
700+ SMAs
1350+ UMA eligible third-party managed solutions
<10 clicks to rebalance one account or your entire book of business
Tax management fully automated with ESG overlay options available
0 wet signatures with fully integrated advisory account opening process
Our platform brings choice and simplicity to wealth management, but it takes people too. So our expert team works one-on-one to help you grow your advisory business. And to keep it growing.
Schedule a conversation