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Adhesion Wealth® is a leading provider of outsourced managed accounts, including sophisticated and customized investment solutions, integrated with practice management tools and outsourced back- and middle-office, to wealth advisory firms. These solutions enable advisors to easily provide separately managed account (SMA) and unified managed account (UMA) portfolios and create personalized solutions for investors. Its platform empowers advisors with highly scalable, flexible, and customized portfolio solutions, enabling them to deliver better investor outcomes. Adhesion Wealth is a wholly-owned subsidiary of Vestmark, Inc.

Barrett Ayers

President

Award Category
TAMPs: Model Marketplaces
Technology Providers: Model Marketplaces
Initiative
Adhesion Manager eXchange (AMX)
Adhesion Wealth’s model marketplace, Adhesion Manager eXchange (AMX), is the second largest in the industry and the fastest growing. It allows managers and advisors to communicate with one another through communication and RFP tools, but in a blind and compliant fashion. The advisor has control over visibility, and it allows managers to control shelf space on the advisor desktop and see instant feedback with real time sleeve-level sales tracking for the manager and its wholesalers.
Resources
OVERVIEW
Navigating the Maze: Outsourced Managed Account Solutions
No matter your approach to portfolio architecture, Adhesion’s integrated platform puts powerful tools and resources at your disposal.
WHITE PAPER

Beyond 2020: Future-Proofing Your RIA

Can outsourcing provide an antidote for The New Normal?

BROCHURE

Adhesion OCIO+ More Ways to Grow Wealth

Making It Easier to Serve Your Clients Across All Market Conditions

About the Initiative

Guided Income Solutions℠ (GIS) is a turnkey, bucketed investment solution designed to deliver steady and tailored cash flows to clients planning for retirement. The bucketed investing framework provides an intuitive approach to converting clients’ nest eggs into an automatic income replacement based on their personal financial goals; the buckets automatically rebalance to systematically reduce risk and accommodate investors’ needs. GIS provides an alternative to annuities; delivering an investment approach that is flexible, liquid, and cost-effective.

GIS aims to transform and enhance current retirement income solutions, to:

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