Solution introduction
We're a UMA platform: a highly personalized, open architecture UMA platform that delivers your essential investment services – reporting, reconciliation, trading and monitoring
We power your advisor and client Alpha
Why do leading investment advisors choose Adhesion?
Because as an RIA-focused firm, Adhesion is the only integrated UMA platform with the flexibility to deliver your unique investment and business model.
The Adhesion advantage
Command and control your practice
- Set your clients’ investment strategy.
- Access leading vehicles, managers & strategists.
- Manage by exception with filters & alerts.
Sophisticated investment solutions
- Diversification, flexibility & value in ONE managed account.
- Interactive profiling, proposals & enrollment.
- Institution-quality performance reporting.
Competitive advantage of outsourcing
- Expert overlay portfolio management.
- Integrated rebalancing, trading, recon, billing.
- Lower operating and compliance risk.
