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Adhesion Wealth enhances integrated platform tools

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Adhesion Wealth(Adhesion) has completed the roll-out of Adhesion Manager Communities, an enhanced set of capabilities providing both registered investment advisers (RIAs) and asset managers with intuitive analytics, communication, and marketing capabilities to allow the two communities to foster stronger connections.

“Our unified platform is designed to help advisers and managers do what they do better and faster, in order to improve outcomes for themselves and the investors they serve,” says Barrett Ayers, President of Adhesion Wealth. “The latest updates to our platform can bring advisers and managers closer together—fostering actionable insights which make it easier to tailor and deliver sophisticated investment solutions.”  

Adhesion Wealth’s Manager Communities dashboard provides advisers with a product comparison dashboard to help analyse and identify opportunities to utilise model portfolios in lieu of higher-cost products. Model portfolios often have lower all-in costs than many of their traditional packaged product counterparts. advisers can utilise the dashboard to identify lower-cost opportunities that have similar investment objectives and attributes.

Advisers can also communicate directly with managers or send blind requests for proposals (RFPs) expressing preferred model criteria to multiple managers through the Adhesion Wealth platform.

In addition, the dashboard increases visibility for manager research, including the latest contributed media content, whitepapers, and marketing materials published in the Adhesion eXchange. The dashboard highlights news articles about managers and their products alongside Adhesion’s weekly manager spotlight webinar, which provides advisers with insight into a manager’s investing philosophy and tactics.

Adhesion Wealth has also introduced new features in its dashboard for managers to enable them to foster stronger connections with advisers and grow their businesses.

Managers can now utilise their Adhesion Wealth dashboard to track asset flow growth, wholesaler performance, and model trend data. Managers can also monitor adviser us

Adhesion Wealth also now provides click data for managers to understand which products and marketing materials have made the greatest impact. Weekly manager spotlight webinars offer managers the ability to present their investing philosophy and tactics to the Adhesion Wealth network. 

In addition, managers are able to communicate and receive RFPs from Adhesion Wealth network firms and can respond directly through the Adhesion Wealth platform.  

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