WealthADV Investment Performance Reporting
Distinctive client reporting and online portal, optimized for investment consulting / managed accounts.
- High impact, flexible investment performance report packages
- Online inquiry and performance report delivery for advisors and their clients
- "Always available", easy to use performance reporting…. Performance returns calculated daily.
- Unifies households, custodians and products
- Supports multiple affiliates and locations, with distinct branding
- "Dashboard" console provides quick, graphical view of important firm level metrics of activity and exposure.
- Manager level performance reporting for WealthADV UMA sleeves, separate accounts and funds.
- Industry leading portfolio accounting for your firm's entire book of business
- Independent, conflict-free performance reporting solution
- Efficient, scalable alternative to internal systems and operations staff
- Institution-class data security and business continuity infrastructure
Mike Scarborough, President
"Adhesion creates an investment performance reporting package and on-line experience that is second to none. Our clients get a much better product than we could deliver on our own."