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 crossanalyzed into a variety of categories, which include Asset, Asset Class, Asset Category, Asset Type, Asset, Sector, Subsector and Manager / Sleeve.
Download our white paper, here.
By Adhesion Wealth, A Vestmark Company