Advisor Desktop
Integrated Tools to Manage, Monitor, and Grow
Our Advisor Desktop is a centralized hub for managing client relationships, portfolios, and business insights. With integrated tools for performance reporting, proposal generation, practice analytics, and digital enrollment, you can work efficiently, respond quickly to client needs, and scale your practice.
Everything Advisors Need, In One Place
Performance & Reporting
Our platform delivers clear, visually compelling performance reports across multiple custodians, helping advisors communicate results and build client trust. Reports can be customized for households, individual accounts, or UMA sleeves, with daily updates and flexible benchmarking.
• Provide household-level, sleeve-level, and manager-specific reporting
• Include “held away” accounts for a complete client view
• Offer secure, branded client portal access with automated report delivery
• Track performance with blended, fixed, policy, or custom indices
Proposal Generation
Our paperless proposal generation capabilities support the entire process, from profiling client objectives to enrollment. Advisors can capture detailed goals and risk tolerance, incorporate tailored portfolio strategies, and deliver polished, risk-appropriate investment proposals efficiently.
• Create proposals in-office, on the road, or during client meetings
• Use customizable questionnaires to capture goals, risk tolerance, and timeframes
• Incorporate open-architecture portfolio options and premium research
• Streamline enrollment while meeting tax, restriction, and legacy needs
Practice Insights
Our advisor desktop delivers robust data intelligence to help you monitor, manage, and grow your business. From identifying strengths, risks, and growth opportunities to guiding investment strategies and client engagement, you can track key metrics like AUM growth, fee trends, and asset allocation, all from a single, intuitive dashboard.
• Access insights to identify strengths, risks, and growth opportunities
• Use analytics to guide investment strategies and client engagement
• Visualize performance and trends with powerful data visualization tools
• Streamline decisions by consolidating key business metrics in one platform
Digital Enrollment & Workflow
Our platform streamlines client onboarding and automates investment lifecycle workflows through a single, paperless system. From creating proposals and customized client profiles to enrollment and post-enrollment account management, advisors can deliver personalized, compliant, and efficient experiences at scale.
• Convert proposals to digital enrollment packets with e-signature
• Customize profiling tools to capture goals, risk tolerance, and preferences
• Offload trading and account maintenance to us after enrollment
• Reduce onboarding time and costs while improving client engagement
Going With the Flow: Plain Talk About Performance
Understanding investment performance can be challenging when cash flows distort results. Adhesion Wealth’s platform uses “true” time-weighted return (TWR) calculations to separate investment performance from client contributions and withdrawals. This approach provides a clearer, more accurate view of advisor skill and strategy.
Simpler. Faster. Smarter.
Adhesion Wealth’s Advisor Desktop brings performance reporting, proposal generation, practice insights, and digital enrollment together in one intuitive platform, giving you the tools to serve clients better and grow your business with ease.
