White Paper

Understanding Model Marketplaces & Managed Account Platforms: 17 Questions to Ask

If you’re a wealth management firm considering outsourcing your investment operations, choosing the right managed account platform can be a time-consuming and difficult decision. When comparing platforms, it’s critical to ask the right questions and challenge the answers given so you fully understand the solutions that are offered. Download this paper to learn the key questions to ask your platform provider, and what the answers will mean for your business and your clients.


The Next Frontier in Outsourced Investment Management: Dispelling the Myths around Today’s Managed

Working with an outsourced managed account or unified managed account (UMA) platform will optimize your business and deliver better investment outcomes for clients. But the range of advisor and client experiences will be wide depending on the platform chosen. Contrary to popular belief, not all platforms are the same and there are large differences in how they handle sleeve accounting, trading, fees, models and manager performance. Join us on October 23 and learn:

  • How to transform and revolutionize the client experience
  • Achieving the next level of operational efficiency
  • Why all outsourced solutions are not the same
  • The keys to selecting the best-outsourced solution

Barrett Ayers, President of Adhesion Wealth, will be available to answer attendees’ questions during the webinar.