Platform Overview
A Unified Solution for Advisors and Managers
Adhesion Wealth’s platform brings together managers, OCIO providers, and advanced communication tools in one place. Advisors gain the scale, insights, and flexibility to build personalized portfolios, collaborate effectively, and support client-focused strategies.
Power Your Practice
Roster of Managers
Access more than 335 asset managers and 1,800 investment models to optimize portfolios and support client goals.
Manager Communications
Connect with managers through direct messaging, RFPs, and dashboards that enhance research and collaboration.
Roster of OCIOs
Leverage respected OCIOs with proven track records while maintaining independence and open-architecture flexibility.
Built for Scale. Designed for Flexibility.
Adhesion Wealth’s platform unites managers, OCIOs, and advisor tools in one integrated solution. With open architecture, intuitive dashboards, and dedicated support, we help advisors deliver more value to clients while growing their practice.
A Comprehensive Platform for Advisors
From model marketplaces to manager communities and curated OCIO relationships, Adhesion Wealth provides advisors with the technology and expertise to scale with confidence. Use our dashboards to compare strategies, analyze performance, or outsource management, all while keeping client needs at the center.
Institutional-grade managers and models at your fingertips
Enhanced communication and collaboration tools
Flexible OCIO options tailored to your firm’s philosophy
Customizable reporting and oversight in a single platform
Shift to Independence
See how one advisor shifted away from active management to gain more consistency, reduce fees, and protect clients from large tax consequences. The transition created more time for client relationships and a clearer, more scalable investment approach.
The Advisor Growth Guide
Independent advisors face real pressures around marketing, digital experience, and capacity. Learn how outsourcing investment work can free up meaningful time to focus on clients and sustainable growth.
Kickstart Your Independent Advisory Firm
Independence gives advisors more control, but it also requires a business structure that can grow. Explore how to build your brand, deepen client relationships, and streamline investment management to support long-term success.
