A Vestmark Company | Innovating Wealth Technology Learn More

Vestmark

Advisor Desktop

Proposal Generation

Developing Successful Investment Proposals

When utilizing Adhesion Wealth’s paperless online proposal generation capabilities, you’ll be supported throughout the proposal life cycle. From profiling new client objectives to establishing timeframes and risk tolerances, to proposing risk-appropriate investment strategies, all the way through to enrollment, our platform will help you deliver better workflow efficiencies.

Advisor Desktop Hero Side by Side

Create Professional Proposals—from Anywhere

Automated Mobility

In the office, on the road, or sitting in your client’s home, Adhesion Wealth’s workflow engine can facilitate each step in the process, generating polished proposals in the time and place that best suits each client, even storing e–signature authorizations along the way.

Building An Accurate Profile

Our online profiling questionnaire can be fully customized to reflect your client’s specific financial goals, giving you not only the ability to assess their investment objectives in a personalized way, but to save their profiles for use in future proposals.

Powerful, Professional Proposals

Our open-architecture array of portfolio construction methods, along with a solid foundation of proven managers and premium research, help you create personalized, holistic investment proposals that will truly impress clients and prospects.

Ease of Enrollment

Adhesion Wealth gives you the ability to show prospects a complete analysis of their wealth at click-button pace. Online enrollment becomes vastly easier, helping you accommodate specific requirements and restrictions, such as carried tax gains or losses, socially conscious restrictions, legacy assets, desired cash buffers, and regular income withdrawals.

Proposal Generation 1570x944

Proposals with compelling graphics that project your unique approach and custom content

Deliver a clear and comprehensive investment proposal presentation that highlights strategies tailored to your client’s specific investment objectives, risk tolerance and goals.

See How We Can Help You Generate Professional, Brand-Specific Proposals