A managed account provider for registered investment advisors (RIAs), these days announced it has entered proper into a partnership with Addepar, a main generation platform for wealth control.
Through this partnership, RIAs can advantage from extra reporting flexibility and recoup pricey administrative time. Adhesion advisors can also additionally advantage get proper of access to to Addepar’s class-main portfolio reporting and analytics platform, which permits them to supply sturdy assessment and actionable insights to customers at a better degree of detail. The Addepar platform aggregates facts from greater than 250 proprietary statistics feeds and seamlessly integrates with advisory organizations’ present software software thru contemporary APIs, letting them supply a tailored and differentiated purchaser enjoy.
“I was thrilled to research of the brand new partnership between Adhesion and Addepar. With the two companies combining forces, it takes one of the satisfactory-in-magnificence UMA systems and pairs it with the preeminent purchaser reporting technology to provide advisors the potential to offer their customers a whole view into the UMA, examine overall performance at the supervisor level, and feature higher, extra effective conversations with clients,” said Stan Gregor, CEO of Summit Financial Holdings. “Summit is always evolving by way of imparting the present day top-tier generation to beautify customer-advisor relationships, and this new presenting is a perfect supplement to our SummitVantageTM platform that creates additional price-add in our recruiting efforts.”
About Adhesion Wealth
Adhesion Wealth® is a main issuer of outsourced investment management answers for registered funding advisors (RIAs). Adhesion Wealth empowers advisors with the capability to construct their very own multi-manager (UMA) techniques, get entry to SMA techniques and use other turnkey funding solutions at the Adhesion Manager Exchange.
With Adhesion, advisors advantage get entry to to a scalable, multi-custodian platform upon which to develop successful practices.
About Vestmark
Headquartered outside of Boston, MA and founded in 2001, Vestmark is a main provider of portfolio control/trading solutions and outsourced services for monetary institutions and their advisors, allowing them to efficaciously manage and change customized purchaser portfolios through an modern SaaS platform. Supporting over $1 trillion in belongings and four million money owed, Vestmark is a trusted associate to some of the most important and most respected wealth management corporations.
About Addepar
Founded in 2009 with the aid of Joe Lonsdale, who currently serves as an energetic Chairman of its Board of Directors and General Partner at 8VC, the organisation’s platform aggregates portfolio, market and purchaser facts multi function region. It presents asset proprietors and advisors a clearer monetary photo at each level, letting them make greater informed and well timed investment decisions. Addepar works with loads of leading financial advisors, circle of relatives workplaces and massive monetary institutions that manage statistics for over $three trillion of property at the business enterprise’s platform. In 2021, Addepar turned into named as a Forbes Fintech 50 agency and in 2020 the business enterprise turned into venerated as a member of the CB Insights Fintech 250. Addepar is situated in Silicon Valley and has workplaces in New York City and Salt Lake City.
