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

Mike Scarborough

"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."