• Managing by Exception
• FIND - Data into Intelligence
• ACT - Acting Upon the Exceptions
• RESOLVE - Standardized Workflow

Managing Brochure

ACT - Management requires acting upon the exceptions

While other tools may provide some management level information, only with Adhesion 3.0 can you take instant action on any piece of information. Imagine clicking on any exception or alert and immediately being served up a menu of applicable actions you can take in response. An expansive, and expanding, set of actions are available ranging from sending out a client report, to setting up a new client household, to displaying transaction history for an account, to running performance attribution analysis on a manager.