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Going With the Flow: Plain Talk About Performance

By Barrett Ayers, President

Thought Leadership Hero 4 2 2020

The Adhesion Wealth® Platform has been constructed as a flexible performance measurement tool that permits advisors to review return data within a variety of different dimensions. Performance can be viewed organizationally – analyzing data at the firm, branch, or advisor level; or alternatively, users may “drill down” to get an account or household view of performance. Within these contexts, observations can be cross analyzed into a variety of categories, which include Asset, Asset Class, Asset Category, Asset Type, Asset, Sector, Subsector and Manager / Sleeve.

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By Barrett Ayers, President