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Adhesion Wealth™ Enhances Integrated Platform Tools, Further Strengthening Connections Between Advisors & Managers

Charlotte, N.C.May 21, 2019Adhesion 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:

  • Managers of Interest: Adhesion Wealth provides advisors with a product comparison dashboard to help analyze and identify opportunities to utilize model portfolios in lieu of higher-cost products. Model portfolios often have lower all-in costs than many of their traditional packaged product counterparts. Advisors can utilize the dashboard to identify lower-cost opportunities that have similar investment objectives and attributes.
  • Communication: Advisors can communicate directly with managers or send blind requests for proposals (RFPs) expressing preferred model criteria to multiple managers through the Adhesion Wealth platform.
  • Due Diligence: The dashboard increases visibility for manager research, including the latest contributed media content, whitepapers, and marketing materials published in the Adhesion eXchange. The dashboard highlights news articles about managers and their products alongside Adhesion's weekly manager spotlight webinar, which provides advisors with insight into a manager's investing philosophy and tactics.

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:

  • Product Insight: Managers can utilize their Adhesion Wealth dashboard to track asset flow growth, wholesaler performance, and model trend data. Managers can also monitor advisor usage for each model and sleeve through proposals generated for both clients and prospects.
  • Marketing Intelligence: Adhesion Wealth provides click data for managers to understand which products and marketing materials have made the greatest impact. Weekly manager spotlight webinars offer managers the ability to present their investing philosophy and tactics to the Adhesion Wealth network.
  • Communication Portal: Managers are able to communicate and receive RFPs from Adhesion Wealth network firms and can respond directly through the Adhesion Wealth platform.

To learn more about the enhancements to the Adhesion Wealth platform, please visit: http://www.adhesionwealth.com/integrated-solution/index.shtml

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About Adhesion Wealth

Adhesion Wealth® is a leading provider of outsourced managed accounts, including sophisticated and customized investment solutions, integrated with practice management tools and outsourced back- and middle-office, to wealth advisory firms. These solutions enable advisors to easily provide separately managed account (SMA) and unified managed account (UMA) portfolios and create personalized solutions for investors. Its platform empowers advisors with highly scalable, flexible, and customized portfolio solutions, enabling them to deliver better investor outcomes.

Adhesion Wealth is a wholly-owned subsidiary of Vestmark, Inc. For more information, call (888) 295-8351 or visit www.adhesionwealth.com.

About Vestmark

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 $1.4 trillion in assets and 4.5 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 inquiry@vestmark.com, or visit www.vestmark.com.

Media Contact

Laura Simpson
JConnelly for Vestmark
(973) 850-7319
vestmark@jconnelly.com