Integrations

Adhesion

Adhesion's multi-custodial UMA platform helps you provide clients with multiple products, models, and managers in a single account.

Generate investment proposals	Customize client visuals via a proposal generation tool to see what a blended UMA will look like.
Management dashboard reporting	Automated reports that track workflow and pull insights from the book of business.
Leverage portfolio construction tools	Workbench to construct, analyze, promote, share and utilize multi-manager allocations.