Power Your Alpha Portfolio Solutions Unified Managed Accounts Advantages of Outsourcing Overlay Portfolio Management

What can Adhesion do for you?

We're a UMA platform: a highly personalized, open architecture UMA platform that delivers your essential investment services – reporting, reconciliation, trading and monitoring. We power your advisor and client Alpha.

Why do leading investment advisors choose Adhesion?

Because as an RIA focused firm, Adhesion is the only integrated UMA platform with the flexibility to deliver your unique investment and business model.

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The Adhesion Advantage

Elevate Your Focus

Command and Control Your Practice

  • Set your clients’ investment strategy.
  • Access leading vehicles, managers & strategists.
  • Manage by exception with filters & alerts.

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Enhance Your Clients' Experience

Sophisticated Investment Solutions

  • Diversification, flexibility & value in ONE managed account.
  • Interactive profiling, proposals & enrollment.
  • Institution-quality performance reporting.

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Gain Scale, Efficiency, and Security

Competitive Advantage of Outsourcing

  • Expert overlay portfolio management.
  • Integrated rebalancing, trading, recon, billing.
  • Lower operating and compliance risk.


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Explore the
Adhesion Hub

Videos, white papers and news

AEPG Wealth Strategies – Case Study

CapGroup Advisors – Case Study

Adhesion Blog

April 1, 2015
Press Release: Adhesion MMI Nomination Highlights Innovation for Advisors and Portfolio Managers

November 26, 2014
Press Release: Charlotte Business Journal: Adhesion Wealth Advisor Solutions Honored as one of Charlotte's 50 Fastest-Growing Companies for Third Consecutive Year

November 26, 2014
Press Release: Adhesion Model eXchange Adds Morningstar ETF Asset Allocation Series

Who We Are

Established RIAs

Advisors in Transition

Integrated Solution