Adhesion Wealth’s advanced technology provides asset managers with single log-in access to our model entry portal, where they can onboard their investment model, enter changes, and monitor when the model was delivered, acknowledged, and executed. Manager changes are executed in a timely manner through automated reminders, “heartbeat sensors”, and platform controls that help models stay aligned with the manager’s investment goals through rebalance command types such as resets, full rebalance, direct trading and buy-and-sell restrictions.
Our platform provides asset managers with keen insights into their marketing effectiveness through various channels, including product research, usage, proposal metrics, and external resources. Our managers have real-time access to AUM figures that are based on actual trade-tracking and usage patterns so they can review business trends like inflows and outflows, market value by sleeve, and flows by model and advisory firm. Managers also have the ability to tag accounts to one of their own wholesalers to track sales compensation by salesperson.
Once your investment model is on board the Adhesion Wealth platform, our expansive resources and portfolio management support team can help you establish more effective ways to deliver your model. We’ll connect you to our broad network of strategists and show you how advisors might better leverage your model across our scalable open-architecture platform. Our vast Outsourced Chief Investment Officer (OCIO) roster not only enables advisors to access our institutional-caliber research and expertise, it gives asset managers the ability to coordinate with our experts to help keep their investment model aligned with their brand, philosophy and investment style.
Post your marketing, research, market outlook and due diligence materials to our centralized hub for advisors to access. Communicate directly with advisors through our communication portal, including directly receiving and responding to RFPs.