The solution integrates Fidelity's open-architecture model portfolios with Adhesion's implementation and tax-management infrastructure for advisory firms.
Adhesion Wealth, a Charlotte, North Carolina-based provider of unified managed account (UMA) administration, has launched Custom Model Solutions (CMS), a portfolio management offering that combines Fidelity Investments' model portfolio capabilities with Adhesion's unified managed account (UMA) technology platform. Fidelity will provide portfolio construction, investment research and model portfolio management expertise The solution is designed for registered investment advisers (RIAs) seekin