Adhesion Wealth’s Manager Exchange provides advisors with model marketplaces to expand distribution without having to build — and pay for — their own infrastructure for trading, models reporting and portals.

Over the past year, Adhesion enhanced its modeling with the addition of dynamic filters, which can be constructed to allow advisors to discover investment solutions, research products, share ideas within the firm, or leverage interactive idea generation services from Adhesion’s investment consulting team.

Adhesion also launched the Tax Alpha reporting module for advisors to visualize and communicate the benefits received from active tax management.

Assets under management have increased 35%, with the number of advisors on the platform up 49% in the past year.