Charlotte, N.C.—May 21, 2019—Adhesion Wealth™(Adhesion), a Vestmark company, continues to expand its innovative suite of tools to connect advisors and asset managers. The firm has recently completed the roll-out of Adhesion Manager Communities, an enhanced set of capabilities providing both registered investment advisors (RIAs) and asset managers with intuitive analytics, communication, and marketing capabilities to allow the two communities to foster stronger connections.
"Our unified platform is designed to help advisors and managers do what they do better and faster, in order to improve outcomes for themselves and the investors they serve," said Barrett Ayers, President of Adhesion Wealth. "The latest updates to our platform can bring advisors and managers closer together—fostering actionable insights which make it easier to tailor and deliver sophisticated investment solutions."
Adhesion Wealth's Manager Communities dashboard provides RIAs with innovations for:
Adhesion Wealth has also introduced new features in its dashboard for managers to enable them to foster stronger connections with advisors and grow their businesses, such as:
To learn more about the enhancements to the Adhesion Wealth platform, please visit: http://www.adhesionwealth.com/integrated-solution/index.shtml
Back to News & Events
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, multi-custodian platform upon which to grow successful practices.
Adhesion Wealth is a wholly-owned subsidiary of Vestmark, Inc. For more information, call (888) 295-8351 or visit www.adhesionwealth.com.
Headquartered outside of Boston, MA and founded in 2001, Vestmark is a leading provider of portfolio management/trading solutions and outsourced services for financial institutions and their advisors, enabling them to efficiently manage and trade customized client portfolios through an innovative SaaS platform. Supporting over $1 trillion in assets and 4 million accounts, Vestmark is a trusted partner to some of the largest and most respected wealth management firms. For more information about Vestmark’s solutions, call (781) 224-3640, email email@example.com, or visit www.vestmark.com.