Understanding Model Marketplaces & Managed Account Platforms

17 Questions to Ask When Considering a Platform

Are you a wealth management firm considering outsourcing your investment operations functions to a managed account or Unified Managed Account (UMA) platform? This e-book explains Model Marketplaces & Managed Account Platforms and explores 17 questions you must ask if you are considering outsourcing your investment operations functions.  Download the e-book and discover key considerations for determining the right solution for your firm.

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Your Clients, Your Way

Customize, control, and implement your investment program based on the factors that make you and your clients unique.

Flexible & Scalable

Optimize your economics with our myriad portfolio construction and delivery options to create an outsourcing solution that best suits your business.

Powerful Options

Combine your expertise in financial planning and advising clients with the advantages of our powerful portfolio construction and practice management tools.

Service & Support

Leverage our white-glove service and support team to help you to deliver the investment outcomes today’s investors demand.

Transform Your Wealth Management Strategy

Enhance client meetings with real-time portfolio analysis and performance reports, while alleviating time-consuming trading.

Access a comprehensive roster of investment solutions, including SMA managers, ETFs, asset allocation models, and OCIO providers.

Streamline operations with Adhesion Wealth's advanced technology, enabling more time for client communication and relationship-building.

Why Adhesion Wealth?

Adhesion Wealth is a demonstrated wealth management platform offering scalable and customizable services that empower advisors to maintain their unique brand and client relationships. Our proprietary technology streamlines operations and communications, providing truly white-glove service. We strive to form genuine partnerships with advisors, tailoring solutions to best address their clients' needs and business challenges.

About Us

Adhesion Wealth ® is a leading provider of outsourced investment management solutions for registered investment advisors (RIAs). Adhesion Wealth empowers advisors with the ability to build their own multi-manager (UMA) strategies, access SMA strategies and use other turnkey investment solutions on the Adhesion Manager Exchange. Adhesion Wealth also provides advisors with personal and direct indexing, tax management, tax transitions, portfolio administration, practice analytics and client reporting. With Adhesion, advisors gain access to a scalable, multicustodian platform upon which to grow successful practices

Charlotte
2825 South Blvd
Suite 500
Charlotte, NC 28209
Assetmark Corporate Headquarters
1655 Grant Street
10th Floor
Concord, CA 94520
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888-295-8351

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Important Information

This is for informational purposes only, is not a solicitation, and should not be considered investment, legal or tax advice. The information has been drawn from sources believed to be reliable, but its accuracy is not guaranteed, and is subject to change.

Investing involves risk, including the possible loss of principal. Past performance does not guarantee future results. UMAs are not suitable for all investors and should be evaluated for suitability by financial professionals prior to investing.

For more complete information about the various investment solutions available, including the investment objectives, risks, and fees, please refer to the Disclosure Brochure. Please read it carefully before investing. For a copy, please contact Adhesion Wealth Advisor Solutions (“Adhesion Wealth”).

Adhesion Wealth is an investment adviser registered with the U.S. Securities and Exchange Commission (“SEC”). Adhesion Wealth and third-party providers are separate and unaffiliated companies. Each party is responsible for their own content and services. Adhesion Wealth does not provide personalized investment or tax advice.

Adhesion Wealth and Adhesion Wealth Advisor Solutions are trade names for Atria Investments, Inc.

Atria Investments, Inc. is owned by AssetMark Financial Holdings, Inc.

© 2026 Adhesion Wealth Advisor Solutions, Inc. All rights reserved.

6916891.1 | 09/2024