Enhanced Proposal Tool
Fast, Reliable, Professional
The Adhesion proposal generation tool provides you with a polished, professional document to help your clients understand exactly how you plan to invest their money.
Modern, Professional Proposals
Fast, Reliable, and Easy to Use
The most recent update to the proposal tool did more than just improve its appearance. The tool now delivers a sleeker, faster experience for advisors. You’ll find the overall experience of the tool easy to use, with an intuitive layout and features.
Optimized for Client Engagement
By turning your monitor toward the client or by screen sharing on a Zoom call, you can let the client watch (or even collaborate) as the portfolio is constructed. Advisors who make the portfolio construction process an interactive experience for clients report elevated levels of client engagement and adoption of recommended investment strategies.
Upload Holdings Easily
For simple portfolios with just a few securities, type the ticker symbols directly into the tool. For more complex strategies, upload a CSV file of the holdings to import an entire portfolio in one simple step.
Customizable with Your Brand
If you upload your firm’s logo to the Adhesion Wealth platform, you can then include that logo on the document so each proposal you share with a client has a modern, polished, professional look that presents you and your firm in a flattering light.
