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Distribution Opportunities

Experience greater promotion and distribution opportunities when integrated with Adhesion Wealth’s extensive network of advisors that value our unique user experience and extremely efficient workflow.

Model Marketplace

Implement model-based UMAs and designate your own specific settings and trade guidance to make sure models stay aligned with investment goals.

Trade Execution

The Adhesion Wealth platform can devise trading strategies that reflect real-time market conditions while incorporating the asset manager’s execution method and venue.

Sleeve-Based Accounting

True sleeve-based accounting capabilities impact critical downstream functions including performance, execution, compliance, tax management, fees, and gain/loss.

Potential Benefits for Asset Managers:

Model Entry Portal

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.

Marketing & Sales Tracking

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.

Investment Consulting

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.

Communication

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.

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See how Adhesion Wealth is strengthening connections between advisors and asset managers

Our platform enables robust interaction between asset managers and advisors so that they can work in unison to develop and deliver sophisticated investment solutions. The resulting synergy becomes a powerful business engine that creates better outcomes for everyone involved—asset managers, advisors and investors.

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Pioneering Outsourced Managed Account Solutions

Originally founded in 1999, Adhesion Wealth has been a pioneer and industry leader in the creation of integrated, single-source investment solutions, customized to the business needs of advisors and asset managers with outsourced back- and middle-office operations support. We pride ourselves on seamless implementation, with the ultimate goal of forming a true partnership with each client and helping them tailor our services to best suit their needs.

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