Welcome
The third edition of the Adhesion Product Digest - your go-to source for all the latest platform release notes and updates for Adhesion Pro. In this edition, we continue to share in-depth insights into the newest enhancements and innovations designed to elevate your experience. Whether you're a long-time user or just beginning your journey with us, this Digest is here to keep you informed and help you get the most out of Adhesion.
In this edition:
Feature Spotlight: Discover the latest enhancements and new features that are transforming the way you use APro.
Coming Soon: Get a sneak peek into upcoming features, enhancements, and updates that are on the horizon. Stay tuned for exciting developments!
Resources: Access additional resources including user guides, tutorials, FAQs, and support documentation to enhance your understanding and usage of the platform.
Feature Spotlight
Allocation Profiles
At long last, we’re excited to announce the recent launch of the redesigned Portfolio Allocation Profile! This factsheet-style page and exportable PDF offers a clear and concise snapshot of how investments are distributed within a specific portfolio. The profile provides detailed insights into asset allocation across various categories, including asset classes, sectors, and individual holdings. Designed for advisors, investors, and stakeholders, the allocation profiles ensure transparency and aid in making informed decisions by presenting key allocation data in an accessible and easy-to-understand format.
In addition to the standard allocation profile, we’ve also launched a new Comparison Profile which allows you to look at two allocations side by side. In just a glance, you can clearly see how each allocation stacks up against the other to more easily make data-driven decisions.
Updated Allocation Performance Grid
As our committed work on allocation continues, we’ve recently made some small enhancements to both the main list of allocations and the detailed view. To the list view, we’ve converted the source of the data from actual performance of invested allocations to blended MorningStar performance for all allocations. This change allows for direct comparison of all available allocations. No longer only accessible via the factsheet, blended hypothetical performance figures are at your fingertips!
And, since we’ve removed the actual performance numbers from the grid, we’ve added a new tab “Performance”, to the allocation details page. With charts and export capabilities, you can continue to keep track of active portfolio allocations with Adhesion’s daily updated performance.
Coming Soon!
Next up, we’re thrilled to share yet another newly styled Allocation Profile (Factsheet). This one, called the Transition Profile, highlights the overall tax impact of moving an account from one allocation to another. Being able to understand both the short- and long-term gain/loss impact of making a change to an account’s allocation, is essential to making the most tax efficient decision for your clients. Again, no longer only accessible via the proposal tool, the information you need will be right where you need it most!
Resources
Video Tutorials – Sometimes seeing is believing! Head to our Video Library for quick how-to videos and walkthroughs.
FAQs and Help Docs – If you’re looking for more detailed information or step-by-step guides, log in and check out our Help IQ.
Get in Touch – Can’t find what you need? No worries! Reach out to our support team by email or phone.
Your Feedback Matters
At the heart of our product development is you, the advisor. Your feedback, insights, and experiences are the driving force behind our continuous innovation and improvement. When you share your ideas and suggestions, we take them seriously. Many of the features and enhancements you see today are a direct result of your feedback. Whether it's a new tool, an improved interface, or a bug fix, your input helps us prioritize what matters most.
Thank You for Your Contributions
We want to extend our heartfelt thanks to each of you who has taken the time to share your thoughts and experiences with us. Your contributions are invaluable, and they inspire us to strive for excellence every day. Continue to share your feedback, suggestions, or questions with us at talktous@adhesionwealth.com.
Thank you for being a valued member of the Adhesion community.