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An AssetMark Company - Learn More VestmarkNavigation Our Platform Back toAdvisor Solutions Overlay Management Monitoring & Coordination Restrictions Cash Management Tax Management Trading & Rebalancing Flexible Portfolio Construction Multi-Custodial Solution Investment Consulting Tax Transition Asset Manager Identification Direct Indexes Portfolio Construction Assistance Personal Indexes Advisor Desktop Performance & Reporting Proposal Generation Practice Insights Digital Enrollment & Workflow Manager Exchange Roster of Managers (AMX) Manager Communications Roster of OCIOs Adhesion Wealth Manager Exchange Request A Demo Solutions for Back toSolutions for RIAs Changing Platforms RIAs Rethinking Outsourcing Advisors Seeking Independence Asset Managers Request A Demo Company Back toCompany About News & Events Careers Contact Request A Demo Resources Back toResources All Blog Case Studies Thought Leadership Fact Sheets Webinars Videos / Podcasts Request A Demo Contact Careers Demo Request A Demo Let us show you how Adhesion Wealth can help your firm improve practice efficiencies so you can focus on your client relationships and growing your firm. landingPageContactForm Let us show you how Adhesion Wealth can help your firm improve practice efficiencies so you can focus on your client relationships and growing your firm. The Adhesion Wealth platform offers a powerful suite of portfolio and practice management software and services, helping advisors to streamline their investment operations while maintaining the level of independence and product flexibility they require to optimize their client outcomes. See how our white-glove service and tailored solution can help you tackle complex portfolio management and operational challenges unique to your business. Company Name Submit Direct Indexes: Supercharge with Adhesion A direct index is a passive investment strategy that provides many of the same benefits as ETFs and Indexed Mutual Funds. Path Created with Sketch. Learn More What is a UMA? A UMA helps you provide clients with multiple products, models, and managers all in a single account. Path Created with Sketch. Learn More A Managed Account Platform for Independent Advisors With Adhesion Wealth’s integrated platform you have powerful options for creating the sophisticated investment portfolios needed to address a wide range of market conditions and client objectives. Path Created with Sketch. Learn More Multi-Custodial Capabilities on One Platform Managing assets across multiple custodial firms? We can help facilitate the entire portfolio management process from a single log-in. Path Created with Sketch. Learn More Scalable, Customizable Portfolio Construction Our vast resources and expertise can support your business with a wide variety of portfolio construction and management options. Path Created with Sketch. Learn More Resources AssetMark Completes Acquisition of Adhesion Wealth Learn More Your Clients, Your Way Customize, control, and implement your investment program based on the factors that make you and your clients unique. Flexible & Scalable Optimize your economics with our myriad portfolio construction and delivery options to create an outsourcing solution that best suits your business. Powerful Options Combine your expertise in financial planning and advising clients with the advantages of our powerful portfolio construction and practice management tools. Service & Support Leverage our white-glove service and support team to help you to deliver the investment outcomes today’s investors demand. Outsourced Managed Account Solutions for: RIAs Changing Platforms Partnering with our Transition Team allows for a smooth and seamless transition from your current platform to our state-of-the-art solution, giving you newfound flexibility and scale to efficiently customize investment solutions. Learn More RIAs Re-Thinking Outsourcing Simplify the way you manage and explain client portfolios using one account, one statement, and any number of combinations of investment vehicles needed to meet your clients’ goals. Learn More Advisors Seeking Independence Build your own investment strategies, seek guidance from the Adhesion Wealth Investment Consulting team, use third-party models, leverage one of our many OCIO partners—or all of the above. Learn More Asset Managers Easily expand the reach of your investment strategies and accelerate your distribution by TAMPifying your business with turnkey solutions. Learn More Client Manager vs. Investment Manager? Adhesion Wealth President Barrett Ayers discusses the investment dilemma and the customizable, cost-effective UMA solution. What You Get With Adhesion Wealth Service & Support A industry-leading white-glove service and support team. Extensive Investment Content Roster of SMAs, ETF & Mutual Fund Strategists, and OCIO providers. Flexible Deployment A variety of investment programs and methodologies supported. Outsourced Overlay Management Operational burden is on Adhesion Wealth, not your P&L. Portfolio Construction Solutions Continuously reduce tax impact, automate investing, and keep clients in line with risk/IPS. Tax Transition & Tax Management Reduce tax impact on transitional assets and generate tax alpha. Single Registration All activity in a single account allows for coordinated operation of managers, all with a single 1099. Cost Reductions Lower cost than direct-SMA or mutual fund (plus a better client experience and a reduction in operating expenses.) Complete Control & Customization Retain total control over client relationships and tailor their portfolios in efficient and scalable ways. Brandable Advisor Desktop 360 ° view of true sleeve/model performance, client and practice analytics, performance reporting and proposal generation. Spend more time growing your business and less time on analysis and administration. The Adhesion Wealth Advantage Adhesion Wealth’s advanced technology helps improve practice efficiencies, creating time for client communication and relationships, by tackling complex operational challenges from a single platform. Our highly intuitive tools can help you offer separately managed account (SMA) and unified managed account (UMA) portfolios, bringing scalable and flexible wealth management solutions to the forefront of your practice. Reallocate Your Time Spend more time doing what you do best–building client relationships and growing your business Utilize our open architecture roster of model-based investment solutions with access to your choice of SMA managers, ETFs, asset allocation and strategic models, and OCIO providers. Provide real-time, robust client portfolio analysis and performance reports to enhance client meetings Alleviate the time-consuming demands of trading, rebalancing and administration of investment strategies Turn-Key Solutions Our easy-to-use dashboard provides immediate access to a wide spectrum of institutional-quality research, investment products, and resources to support your clients. By taking advantage of our integrated portfolio analysis, practice management and reporting solutions, independent advisors can cut into costly, time-consuming inefficiencies while substantially improving their overall advice delivery capabilities. Resources See All Resources Blog What is Overlay in Tax Management? Why Does it Matter to Financial Advisors? Oct 19, 2023 Thought Leadership Unlocking Tax Alpha: A Comprehensive Guide for Financial Advisors Discover a Better Way to UMA Contact Sales Learn more about how Adhesion Wealth can help your business. Contact our sales team today. Learn more about how Adhesion Wealth can help your business. Contact our sales team today. The Adhesion Wealth platform offers a powerful suite of portfolio and practice management software and services, helping advisors to streamline their investment operations while maintaining the level of independence and product flexibility they require to optimize their client outcomes. Privacy...