A Clear, Easy–to–Interpret View for Clients of How They are Doing
Adhesion gives you all the tools you need to provide holistic wealth management services to your clients. Our reporting capabilities deliver multi–custodian performance reporting at several different levels. Attractive and intuitive, they make it easy for your clients to understand and appreciate your work on their behalf. Your clients will appreciate the clear, easy–to–interpret view of how they are doing from different perspectives and relative to their goals.
With Adhesion Performance Reporting, your clients gain:
- Distinctive, graphic–rich reports with an appealing layout that reinforces your brand.
- Comprehensive household–level reporting that unifies various family entities, custodians, and products – including “held away” accounts or holdings.
- Daily, time–weighted performance measurement, including all cash flows, with multi–period returns calculated in compliance with CFA GIPS standard. Performance dimensions include style, class, asset type, and sector.
- Full Transparency — Updated daily and available online, account details can be accessed down to the transaction level with respect to custodial data. All account data is available to the client and the client’s representatives (as specifically authorized for trustees, tax advisors, estate planners, etc.).
- True UMA sleeve–level performance reporting, as well as manager reporting for separate accounts and funds.
- Comprehensive, flexible benchmarking methods – Blended, fixed, policy, or custom with a vast library of available indices.
- Online inquiry and electronic report delivery (with email notification) through a secure, branded client portal.
Makes it easy for your clients to understand and appreciate the value you add on their behalf.