Category Archives: Press Release

Adhesion UMA platform adds Mercer Research

Reflecting its core beliefs, Adhesion has become known in the advisor space for its commitment to open-architecture solutions and responsiveness to RIA needs. True to that vision, a significant new piece has been added, enabling firms to leverage world-class research in an affordable way, with customized implementation just one step away inside of Adhesion’s Managed Account desktop.

This strategic relationship with Mercer Investments gives advisory firms a single, fully integrated solution for building, implementing, and monitoring client portfolios across major RIA custodians. We invite you to read the details about this exciting new way to leverage specialists in building out a scalable practice.

 

 

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Press Release: Adhesion MMI Nomination Highlights Innovation for Advisors and Portfolio Managers

April 1, 2015 – Charlotte, NC – Adhesion Wealth Advisor Solutions Inc. (“Adhesion”), a
personalized Unified Managed Account (UMA) platform for Registered Investment Advisors
(RIAs) nationwide, is honored to announce that they have been nominated for the 2015 Money
Management Institute’s (MMI) “Advisor Solutions Service Provider of the Year” award – one of
several Industry Leadership Awards presented by this national association.

This award is granted to the service provider that best contributed to the innovation, growth and long-term sustainability of the advisory solutions industry.

“We are very humbled but proud of our nomination and the strong support of our client
partners,” said Michael Stier, President of Adhesion Wealth Advisor Solutions.

Those who nominated us said this:

  • “Adhesion is a leader in innovation and client service. By providing more than just a trading and performance platform, they help advisory firms better manage their client relationships by demonstrating the value of tax efficient investment programs and tracking trends in their client base, including behavioral issues. Furthermore, their behavioral driven portfolios help advisors build strategies around their clients’ needs and demonstrate value.”
  • “Adhesion is the only truly integrated solution built specifically for independent RIAs. As a solutions provider for investment delivery that is a true partner with advisors, Adhesion’s
    seamless integration coupled with true customization make it stand out from the crowd.
  • “Adhesion is dedicated to allowing investment managers and portfolio managers to grow their business without having to worry about micro-managing their clients’ separate accounts. Adhesion’s technology and staff are able to monitor all aspects of the client account by keeping security and cash drifts within tolerance bands and providing: account rebalancing, account structuring, adherence to securities restrictions and account trading.”
  • “Adhesion’s next generation TAMP solution allows advisors to choose from any of the hundreds of objective-based models managed by third-party firms available through its Adhesion Portfolio Services (APS). With APS, advisors have turnkey access to a single strategist or portfolio manager.”

“This goes a long way towards elevating the conversation about finding more innovative clientcentric solutions for the business challenges that advisors, as well as investment and portfolio managers are facing right now,” added Stier.

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