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Preferred Plus

Adhesion Wealth

Customized investment solutions make Adhesion a great choice for advisors focused on client experience.

Adhesion helps growing RIA firms maintain focus on building client relationships by scaling their investment management operations with a fully outsourced solution. Delivered through a UMA-based platform, Adhesion empowers advisors with access to sleeve-based strategies allowing for detailed management and reporting of multiple unique strategies in a single account within Addepar. While management is outsourced, advisors can still customize and retain control over the tax-efficient management of accounts for ultimate flexibility.