Powerful tools for risk profiling, proposals and portfolio enrollment workflow
The command & control console gives you the power to enroll client accounts in the selected portfolio strategy. You can also specify the client–specific rules that will govern Adhesion’s implementation of the account. Some examples of the customized client settings available are:
- Regular income withdrawals.
- Protecting legacy assets.
- Desired cash buffers and treatment of deposited cash.
- Dollar–cost–averaging schedule.
- Harvesting budgets for carried gains or losses.