The Charlotte Business Journal has recognized Adhesion as one of the region's fastest-growing privately held companies.
"Adhesion has achieved a strong market position in working with independent wealth management firms. They have a great approach to helping RIA firms become more profitable and more effective in today's highly competitive environment."
Bob describes the practice management transformation of Adhesion-client American Economic Planning Group. "The theme of this article is an impressive gain in productivity and capabilities all arising from one decision [the selection of a UMA provider]" Read the full article here
"Adhesion has a cutting edge UMA platform that drives expense ratios down, tax management up and affords single-day rebalancing for all of our clients. We are commencing on a significant enhancement of our firm's total set of investment services."
"Adhesion creates an investment performance reporting package and on-line experience that is second to none. Our clients get a much better product than we could deliver on our own."
"Adhesion provides a powerful delivery vehicle allowing us to laser focus our efforts towards constructing superior investment management services and expanded business development"
"We were looking for a Portfoliocenter outsourcing partner who could provide the technology and infrastructure to support our sophisticated investment management process."
"AEPG is now able to offer private-labeled investment management to other wealth managers. Through leveraging Adhesion's platform we can offer cost effective investments and operational support to other RIAs, banks and CPA firms."
"Relatively few investors have access to such an array of benefits and features. Through partnering with Adhesion, we have significantly expanded our firm's technological and investment management capabilities."
"Thanks for the major UMA upgrade, it will provide a drastic improvement in our efficiencies. I am not aware of anything else out there that competes."
"Adhesion's approach to the integration of investment management services is ideally suited for our focus on providing the ultimate investment advisory services."