Adhesion has been delivering wealth advisor solutions since 1999. Its WealthADV platform is a comprehensive managed investing service, providing complete Unified Managed Account, client reporting and back office solutions to RIAs to help them stay at the forefront of the market and grow successful practices.

Advisory Alpha

80 Ottawa Avenue NW. Suite 425

Grand Rapids, MI 49503

Phone: ( 866) 530-1400

Advisory Alpha provides a comprehensive investment advisory solution that is private labeled to your unique brand and integrates professional asset management, seamless practice management, and extensive marketing programs. This integrated asset management program  is offered through strategic partnerships with select independent financial advisors.  While asset management may be the core service that advisors seek, successful advisors use a collection of resources and materials to support their specific investment strategies.

Many outsourced providers, such as third-party and turnkey asset managers, focus solely on investment services and fail to provide a complete solution.  Our professional asset management allows you to offer your clients innovative investment solutions designed to navigate the volatile markets and changing global economy. In addition, you gain access to a suite of marketing strategies to help you effectively utilize these investment services by building all aspects of the client relationship.

Our practice management resources drive efficiency for your operations resulting in an unmatched experience for your clients. This entire solution is wrapped with your brand to strengthen your firm’s identity.

Sungard Online Investment System

26 Technology Drive

Irvine, CA 92618

Phone: (949) 743-6363

EquiSoft

700 Wellington Street, Suite 1400

Montreal, Quebec, H3C 3S4

Phone: (866) 790-3141

Asset Allocation Analyst™ is a sales-oriented web tool designed to help financial advisors create personalized investment proposals within minutes. The application features a simple 4-step portfolio construction and analytics process that helps build a compelling case for your investment recommendations.

1. Determine the client’s current asset mix
2. Determine the client’s investor profile
3. Build an appropriate portfolio
4. Review the recommendation

The Asset Allocation Analyst’s comprehensive list of analytics range from a simple investment growth chart to Alpha, Sortino and Monte Carlo metrics, allowing you to create a proposal that is as simple or complex as required. Furthermore, client data import through back-office integration can minimize the time required to generate proposals. The Asset Allocation Analyst can be purchased on its own or as a module within the WealthElements™ suite.

Burlington Hall Asset Management, Inc.

37 Farview Drive

Hackettstown, New Jersey 07840

Phone: (908) 637-8694

DynaPorte is a revolutionary method for developing, testing and implementing dynamic asset allocation models. These models are considered dynamic because they instruct how to change your portfolio allocations over time. Factor models are constructed that control asset allocation changes for all investments simultaneously. The impact of transaction costs and any borrowing to leverage the portfolio are included in the portfolio optimization model. Dynamic Portfolio Optimization results from changing allocations to each investment to avoid the worst losing months and target the highest gain months. Based on newly-devised, remarkably-effective technology, DynaPorte provides you with the tools for navigating your investment portfolio into the future.

Efficient Solutions is dedicated to bringing you innovative portfolio optimization, asset allocation and retirement software at an affordable price. Our products are designed for both investment professionals and sophisticated personal investors. VisualMvo is a single-period mean-variance optimizer which enables you to construct the Efficient. MvoPlus allows you to build Constant Ratio Asset Allocation (CRAAL) strategies with the potential to out-perform all of the constituent assets in your portfolio.The program also functions as a conventional single period optimizer, or as a back-tester and optimizer of historical data. MCRetire is a Monte Carlo retirement simulator which takes into account the fluctuations on your investment.

SAGE (Simplified Allocation Generating Engine) is a web-based client profiling and proposal generation system. It is designed to empower financial professionals to quickly and easily assess a clients risk tolerance; perform goal-based, Monte Carlo simulation analysis; determine an appropriate asset mix and generate a customized proposal with a tailored investment policy statement. Quick Proposal empowers a Financial Advisor to input an asset allocation and rapidly generate an NASD compliant proposal describing the historical performance and risk characteristics of that allocation. Any two portfolios can be evaluated simultaneously, useful in comparing a prospects existing portfolio with a suggested allocation. Quick Proposal includes many different asset classes and investment styles, providing a historical perspective over a time frame greater than 30 years.

Floodlight is a web-based application that helps financial advisers construct, analyse and invest a customised portfolio that meets the needs of their clients. It uses a strategic asset allocation, tailored to a clients risk tolerance and investing goals, to guide the portfolio construction process. The process is made of a number of modules, which each take a different view of the investment portfolio, and range from analysis of user needs; understanding the impact of time, leverage and withdrawals; to deep insight investigations such as customised scenario analysis, advanced risk and volatility modelling and factor regression analysis. The ability to map the allocation through investing templates to get actual market products enables the portfolio to be immediately executed. A strong and flexible reporting functionality also exists. The ability to individually manage and customise the approach for clients with different needs from around the globe also exists. With the service being a web application, all data is secure, backed up and accessible from anywhere.