AdvizorStack Partner:
Adhesion
Trade & Order Management
Manage your portfolios, don’t allow them to manage you.
Adhesion Features
Monitoring and Coordination
Monitor and react in real-time to portfolio or market changes, accomodate unique tax considerations.
Comprehensive Oversight
Provides a 360° vantage point of client portfolios acrosss all SMA & UMA accounts. Includes monitoring of mutual funds, EFTs and individual securities.
Customization
Incorporate customized financial planning needs across multiple SMA and UMA accounts.
Potfolio Flexibility
Build tailored client portfolios in a highly efficient and scalable way, leveraging an open architecture marketplace with access to hundreds of best-of-breed UMA, SMA, asset allocation model providers, and mutual fund / ETF strategies.
Live Trading
Ability to trade live throughout the day and not be limited to trading windows.
Cash Management
Customized cash settings enabling the ability to efficiently maintain cash allocations across multiple accounts. This feature allows for setting cash targets, reinvesting cash, and automating cash raises all through a simple, configurable dashboard.
Streamlined Trade Execution
Institutional Money Managers on the Adhesion Platform are blocked together for best execution every 30 minutes to capture accurate performance. Other platforms reconcile SMA trades daily which can cause tracking errors from the managers to the end clients.
Portfolio Automation
Automate portfolio rebalances, account restrictions and what a client can and cannot invest in. This includes ESG settings and the ability to replace or exclude positions at the model level for a client.
Investment Restrictions
Efficiently incorporate client restrictions, preferences or specific mandates in client accounts, down to individual level, while also maintaining the ability to utilize third party money managers and tax management services.
Multiple Custodians
Integrated portfolio management platform that provides one centralized location for managing your clients’ accounts across multiple different custodians. Advisors can use the custodian’s SMART execution, or they can choose to setup out trades for best execution. consolidated, multi-custodian trading platform helps to avoid data inconsistencies by providing richer analytics and a single point of access for all accounts, regardless of where the accounts are all.
Tax Management
Tax-sensitive overlay management service that efficiently optimizes trading & tax-loss harvesting at both the sleeve and account level. Provides configuration for each clients’ needs for capital gains and/or losses.
Tax Automation
Prevent wash sales by reconciling what positions belong to an institutional manager and which positions belong to the client/advisor sleeve.
Adhesion Benefits
Saves Time
Easily, efficiently set up your accounts to trade automatically to the portfolio targets established on an account.
Trade all of your accounts at multiple custodians through one trading platform
Rebalance your book of business in a matter of minutes rather than a matter of days.
Flexibility
Gives the advisor the discretion for the platform to trade automatically to the portfolio model or have advisor perform trade review prior to execution
Automation
Automate the trading, investment restrictions, tax management, and cash management of an account through a single platform, even if multiple custodians are utilized.
Saves Money
Teams typically hire out a CFA to perform all trading and investment management. This salary is upwards of 250k a year.
Removes the need to hire out a team of traders and allow technology and the AdviorStack dedicated trading service team to oversee trading and investment allocations.
Exclusive Benefits
Single point of contact for all technology vendors, dedicated relationship manager and success team.
Integrations from Adhesion directly with Black Diamond to report account sleeve level performance.
APM Sleeve allows the advisor discretion to create their own model of ETFs, Mutual Funds, Stocks, and Fixed Income Securities. This sleeve is block traded at the proper custodian for best execution.
Limit overall firm and client risk.
Advisors can turn on the “auto” features so the platform work automatically once you set the investment philosophy on the individual account. This allows the advisor to automate the investment procedures and allow them time to focus on servicing and prospecting.
AdvizorStack
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