Multi-Custodial Solution
Dramatically Reduce Custodial Administration Time
With the Adhesion Wealth platform, advisors can access our proprietary investment tools, third-party investment managers, and view holistic consolidated data while toggling from financial planning to account opening to funding and trading across multiple custodians—all without having to log-in to multiple instances or tools.
A Uniform Platform with Multi-Custodial Capabilities
Flexible, Comprehensive Solution
For advisors with assets at multiple custodial firms, our integrated platform can help support the entire portfolio construction and management process, including proposal generation, modeling, tax-aware rebalancing, performance reporting and fee billing.
Easing the Burden of Account Administration
Our consolidated, multi-custodian platform helps to avoid confusing data inconsistencies—regardless of where accounts are held—by providing richer analytics and single point of access for all accounts.
Greater Quality, Greater Efficiency
Our multi-custody relationships give advisors the ability to adhere to fiduciary obligations by leveraging the vast resources of our custodians and wide spectrum of products to meet the unique demands of today’s investors.
A Multi-Custodial Platform to Suit All
Adhesion Wealth’s multi-custodial capabilities can help you provide the access, execution capabilities and connectivity to support the unique needs of your clients. We support a wide range of portfolio and security types, from UMA, SMA, mutual funds, ETFs, wraps, third-party managers, individual equity and fixed income securities.
