A Vestmark Company | Innovating Wealth Technology Learn More

Vestmark

Overlay Management

Multi-Custodial Solution

Dramatically Reduce Custodial Administration Time

With the Adhesion Wealth platform, advisors can access our proprietary investment tools, third-party investment managers, and view holistic consolidated data while toggling from financial planning to account opening to funding and trading across multiple custodians—all without having to log-in to multiple instances or tools.

Overlay Management Hero Side by Side

A Uniform Platform with Multi-Custodial Capabilities

Flexible, Comprehensive Solution

For advisors with assets at multiple custodial firms, our integrated platform can help support the entire portfolio construction and management process, including proposal generation, modeling, tax-aware rebalancing, performance reporting and fee billing.

Easing the Burden of Account Administration

Our consolidated, multi-custodian platform helps to avoid confusing data inconsistencies—regardless of where accounts are held—by providing richer analytics and single point of access for all accounts.

Greater Quality, Greater Efficiency

Our multi-custody relationships give advisors the ability to adhere to fiduciary obligations by leveraging the vast resources of our custodians and wide spectrum of products to meet the unique demands of today’s investors.

Multi Custodial Solution Full Width

A Multi-Custodial Platform to Suit All

Adhesion Wealth’s multi-custodial capabilities can help you provide the access, execution capabilities and connectivity to support the unique needs of your clients. We support a wide range of portfolio and security types, from UMA, SMA, mutual funds, ETFs, wraps, third-party managers, individual equity and fixed income securities.

Adhesion Multi Custodial Partners Full Width

Our Multi-Custodial Platform Can Empower Your Business