Americas Best TAMPS 2024 - 23

2024 AMERICA'S BEST TAMPS
ADHESION
WEALTH
ADVISOR
SOLUTIONS
Barrett Ayers
President and CEO
TM
New business contact:
Mark Scanlan
Adhesion Wealth Advisor Solutions * 5925 Carnegie Blvd,
Suite 500, Charlotte, NC 28209 * www.adhesionwealth.com
Adhesion Wealth enables advisors to easily provide separately
managed account (SMA) and unified managed account (UMA)
portfolios to investors. The Adhesion platform empowers advisors to
bring highly scalable, modular, and customized wealth management
solutions designed to deliver better investor outcomes.
Adhesion clients can develop highly scalable multi-manager UMAs
assembled on their own or through the help of our OCIO marketplace.
Advisors are not limited to a handful of managers or ETF strategies
like other platforms. Adhesion has the industry's second-largest model
marketplace that is rapidly expanding and award-winning. Advisors can
rest easy knowing they have access to an array of model-based SMAs
that can be combined with ETF strategists, OCIO providers, as well
as most mutual funds, ETFs, and Rep-as-PM models. Flexibility and
access are never limiting factors.
Adhesion Wealth®,
celebrating its 25th
anniversary in 2024,
is a leading provider of
outsourced investment
management solutions
for registered investment
advisors (RIAs).
Adhesion Wealth
empowers advisors with
the ability to build their
own multi-manager
(UMA) strategies, access
SMA strategies and use
other turnkey investment
solutions on the Adhesion
Manager Exchange.
Adhesion Wealth also
provides advisors with
personal and direct
indexing, tax management,
tax transitions, portfolio
administration and client
reporting.
BUSINESS
STRATEGY
STRATEGY
VISION
BUSINESSMAN
IDEA
PROJECT
SUPPORT
CONTRACT
PRODUCT
VALUE CHAIN
ACHIEVEMENT
CAPITAL
FINANCIAL ADVISOR
MANAGING
TAX
INNOVATION
BOARD MEETING
PRODUCTIVITY
GROWTH
IPO
ORGANISATION
SCALABILITY
DECISION MAKING
With Adhesion, advisors
gain access to a scalable,
multi-custodian platform
upon which to grow
successful practices.
QUALITY
FINANCE
DIRECTION
DECISION MAKING
PLANNING
BANKRUPT
GLOBAL BUSINESS
BUSINESS
STRATEGY
WALLET
COLLABORATION
ACHIEVEMENT
CAPITAL
SUCCESS
STRATEGY
FINANCIAL ADVISOR
MANAGING
QUALITY
FINANCE
DIRECTION
TIME IS MONEY
REPORT ANALYSIS
What can Adhesion do for you? Advisors can access Adhesion's
industry-leading Direct Index program or build their own Personal
Indexes using a library of overlay options and tilt/factor/style modules.
A suite of core/satellite strategies can be created to combine Direct
Index solutions with active equity managers. The Direct Index keeps
the cost down while also providing plenty of harvesting opportunities
to offset gains in the satellite. Tax alpha is a tangible recurring benefit
that can often offset the fee while highlighting your value in ways most
advisors and platforms can't.
Adhesion's cash management and tax management programs are
extremely powerful and allow for reliable and predictable account
administration. The solutions enable advisors to set threshold
parameters for each client, and the rules-based overlay engine
automatically rebalances and trades accounts in real time.
47 ED I T A B L E L I N E I C O N S S E T
STARTUP
47 ED I T A B L E L I N E I C O N S S E T
STRATEGIC FEATURES
DISCOVER
RESEARCH
START UP
STRATEGY
DEVELOPMENT
MARKETING
IDEA
ACCOUNT REBALANCING
ACCOUNT AGGREGATION
INNOVATION
GUIDANCE
FINANCIAL STRATEGY
DECREASE
SOLUTION
MONEY SEARCH
REPORT
CALENDAR
CONTROL
THINK OUTSIDE
THE BOX
CLIENT PORTAL
47 ED I T A B L E L I N E I C O N S S E T
INVESTMENT
ORGANISATION
ACHIEVEMENT
ADVERTISING
PRESENTATION
VISION
PROBLEM SOLVING
BUSINESSMAN
REPORT
IDEA
WORKFLOW
REVENUE
PROJECT
EXPLORE
TAKE OVER
GLOBAL BUSINESS
SELL SHARE
TESTING
FINANCIAL RISK
GROWTH
VISION
CUSTODIAN AGNOSTIC
DEFENSE STRATEGY
CONTRACT
TAX
INNOVATION
BOARD MEETING
PRODUCTIVITY
TIME IS MONEY
GUIDANCE
FINANCIAL STRATEGY
DECREASE
MONEY SEARCH
CUSTOMIZED PORTFOLIOS
CUSTOM REPORTING SUITE
GROWTH
ORGANISATION
CALENDAR
DECISION MAKING
PLANNING
BANKRUPT
REPORT ANALYSIS
INVESTMENT
ORGANISATION
ADVERTISING
TAKE OVER
GLOBAL BUSINESS
WALLET
COLLABORATION
SUCCESS
PRESENTATION
PROBLEM SOLVING
REPORT
WORKFLOW
DIRECT INDEXING
ETF SELECT
REVENUE
DEFENSE STRATEGY
23
BUSINESS PLAN
DEADLINE
FINANCIAL STRATEGY
PROGRESS
PRESENTATION
INSTITUTIONAL CLIENT SUPPORT
CROWD FUNDING
COMPETITION
PATENT
DECREASE
LAUNCH
PARTNERSHIP
PROJECT
SUCCESS
INTEGRATION WITH
3RD-PARTY PLATFORMS
EARNINGS
ANALYSIS
INVESTMENT POLICY
STATEMENTS
PLATFORM LAUNCH
UNICORN
MODEL MARKETPLACE
PRIVATE LABELING
RESEARCH & DUE DILIGENCE
TAX-LOSS HARVESTING
UNIFIED OR SMART BILLING
Phone: (980) 580-4782
Email: mscanlan@
adhesionwealth.com
Website: www.adhesionwealth.
com/about#mark-scanlan
CONTACT
Type of Program: Advisorconstructed
UMAs, Rep as
PM, Advisor-constructed
models, Third-party SMA
access and Outsourced CIO
programs
Total Assets in Program:
$11 billion
Year Program Began: UMA,
2007; Adhesion, 1999
Managers on Platform
Vetted: No, but an OCIO
marketplace and thirdparty
research providers
are available exclusively to
Adhesion advisors.
Managers GIPS®
Compliant: Most
Types of Products Available:
All custodial available mutual
funds and ETFs; model-based
separate account managers,
hybrid fixed income managers,
direct index, ETF/fund and
multi-manager strategists,
advisor-directed UMAs
Platform Tracks Client
Holdings: Yes
Program Compatible for:
RIAs and fee-based IBDs
Optimized for Tax Trading
Efficiency: Yes
Sleeve-Level Reporting: Yes
Program Links to a
Trade Execution or Order
Management System: Yes
Proposal / IPS: Yes
Asset Allocation
Methodologies: Yes
https://www.adhesionwealth.com/ https://www.adhesionwealth.com/about#mark-scanlan https://www.adhesionwealth.com/about#mark-scanlan https://www.adhesionwealth.com/contact
Americas Best TAMPS 2024

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