Manager Exchange
Your Connection to Leading Asset Managers and OCIO Providers
Our Manager Exchange offers advisors streamlined access to a broad network of institutional-caliber managers, model portfolios, and communication tools. Discover strategies, collaborate seamlessly, and deliver customized solutions that align with each client’s goals.
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Roster of Managers (AMX)
Our Adhesion Wealth Manager Exchange provides seamless, cost-effective access to more than 335 institutional-caliber asset managers and 1,800 investment models. This platform helps independent advisors differentiate their offerings, optimize portfolio construction, and streamline practice management.
• Leverage portfolio and management expertise from our manager roster
• Connect with managers or send RFPs through built-in communication tools
• Search, filter, and back-test models for one or multiple client accounts
• Present clients with clear analysis accommodating specific requirements
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Manager Communications
Our Adhesion Wealth Manager Communities connect advisors and asset managers through enhanced analytics, communication tools, and marketing capabilities. This integrated platform is designed to foster stronger, more informed relationships while making it easier to share insights, evaluate opportunities, and deliver sophisticated investment solutions.
• Compare and analyze model portfolios with our product dashboard
• Communicate directly or send blind RFPs to multiple managers
• Access manager research, media, and marketing materials in one place
• Track product trends, advisor usage, and marketing performance data
Roster of OCIOs
Our expanded OCIO marketplace connects advisors with respected institutions offering diverse methodologies and proven track records. Through our open-architecture platform, you can choose the OCIO that aligns with your style, philosophy, and investment preferences while maintaining control over the client relationship.
• Access curated OCIOs with established performance histories
• Select strategies and methodologies that fit your advisory practice
• Leverage portfolio construction, research, and manager selection expertise
• Save time on research and allocation to focus more on client relationships
Connected. Streamlined. Empowered.
Adhesion Wealth’s Manager Exchange brings together a curated network of asset managers, OCIO providers, and communication tools in one platform. It makes it easier for advisors to discover strategies, collaborate effectively, and deliver stronger outcomes for their clients.
