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A Vestmark Company | Innovating Wealth Technology Learn More Vestmark Navigation Our Platform Back to Main Menu Advisor 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 OCIO+ Adhesion Wealth Manager Exchange Request A Demo Solutions for Back to Main Menu Solutions for RIAs Changing Platforms RIAs Rethinking Outsourcing Advisors Seeking Independence Asset Managers Request A Demo Company Back to Main Menu Company About News & Events Careers Contact Request A Demo Resources Back to Main Menu Resources All Blog 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. 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. Privacy Policy Manager eXchange Named Best Model Marketplace The Adhesion Wealth® ‘Manager eXchange’ has been named 2020’s Best TAMP Model Marketplace by WealthManagement.com. 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 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 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 View Our Roster of Managers, Strategists and OCIOs Visit the Manager Exchange Ready to Learn More About Adhesion Wealth? Contact Us Today 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. Are you considering outsourcing your investment management? See why more advisors are making the move to third-party managed account solutions. Download White Paper 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 Videos Financial Advisors Can Find the Right Version of Independence Nov 20, 2020 Webinars Asset Manager Webinar Series Nov 18, 2020 Videos The Best Advisors Adopt a CEO Mindset to Scale their Business Oct 14, 2020 Blog Can Outsourcing Help Future-Proof Your Practice for The (Next) New Normal? Sep 28, 2020 Blog There When They Need You Most: Finding More Time for Clients During Market Disruption Sep 14, 2020 Fact Sheets Adhesion OCIO+ Aug 28, 2020 Thought Leadership Beyond 2020: Future-Proofing Your RIA Aug 14, 2020 Brochures Adhesion...