Adhesion Technologies and RiskMetrics Group Enter Into Wealth Management Partnership to Integrate Financial Data Consolidation With Portfolio Analysis, Optimization and Monitoring.Business Editors/High Tech Writers CHARLOTTE, N.C. & NEW YORK--(BUSINESS WIRE)--Sept. 3, 2002 Adhesion adhesion /ad·he·sion/ (ad-he´zhun) 1. the property of remaining in close proximity. 2. the stable joining of parts to one another, which may occur abnormally. 3. Technologies, Inc. and RiskMetrics Group announced today that they have entered into an agreement to jointly market a comprehensive wealth management solution. As part of the agreement, RiskMetrics' WealthBench(TM) portfolio analysis, optimization, multi-goal planning and monitoring solution will be seamlessly integrated with Adhesion's EA2 Financial Consolidation Platform. "Investors want much more from account aggregation Account aggregation is a method that involves compiling information from different accounts, which may include bank accounts, credit card accounts, investment accounts, and other consumer or business accounts, into a single place. than a consolidated statement," said Anc Newman, SVP SVP S'il Vous Plaît (French: Please) SVP Senior Vice President SVP Schweizerische Volkspartei (Swiss People~s Party) SVP Society of Vertebrate Paleontology SVP Social Venture Partners SVP St Vincent de Paul of Business Development at Adhesion. "They want the confidence of personalized per·son·al·ize tr.v. per·son·al·ized, per·son·al·iz·ing, per·son·al·iz·es 1. To take (a general remark or characterization) in a personal manner. 2. To attribute human or personal qualities to; personify. advice from financial advisors that both appreciates their full financial situation and is grounded in rigorous analysis. The combination of the industry leading capabilities of Adhesion's EA2 Financial Consolidation Platform and RiskMetrics' WealthBench(TM) institutional-strength analysis and planning tools strongly demonstrates the value of this approach to both financial advisors and their clients." "Adhesion's EA2 provides wealth management professionals with a holistic picture of a client's net worth, allowing them to deliver truly valuable investment advice. The integration with WealthBench(TM) now gives those professionals access to the powerful analysis and decision support tools they need for key strategic investment decision-making," said Rob Dinning, Business Development Director of RiskMetrics Group. Through this integrated wealth management solution, financial institutions and their advisors can realize benefits including: Differentiate wealth management services - with personalized analysis, using institutional-level methodologies, customized with the FI's proprietary research. Strengthen their role as primary advisor to their clients - by providing valuable advice and reporting that is timely and actionable Giving sufficient legal grounds for a lawsuit; giving rise to a Cause of Action. An act, event, or occurrence is said to be actionable when there are legal grounds for basing a lawsuit on it. , tailored to each client's existing portfolio, specific risk tolerance Risk Tolerance The degree of uncertainty that an investor can handle in regards to a negative change in the value of their portfolio. Notes: An investor's risk tolerance varies according to age, income requirements, financial goals, etc. , return objectives, and financial goals. Increase productivity - by leveraging technology to acquire and analyze data, in an enterprise or single user environment, enabling advisors, brokers, and relationship managers to spend more time with clients. About Adhesion Technologies Adhesion is a leading provider of software solutions for financial account consolidation, both for internal accounts and those held away. Adhesion's EA2 Financial Consolidation Platform enables financial institutions and services providers (FSP's) to create value-added and differentiating wealth management services for their customers. Focused exclusively on solutions for FSP's from the outset, and heavily staffed with financial industry veterans, Adhesion delivers a highly functional financial account consolidation platform for banking (private, commercial, retail), broker-dealer, financial advisory and asset management clients providing the ability to deploy EA2 within their facilities and seamlessly integrate it with their existing technology and wealth management applications. Adhesion is headquartered in Charlotte, North Carolina “Charlotte” redirects here. For other uses, see Charlotte (disambiguation). Charlotte is the largest city in the state of North Carolina and the 20th largest city in the United States. and can be reached at www.adhesiontech.com or sales@adhesiontech.com. About RiskMetrics Group RiskMetrics Group empowers institutions and their clients around the world to make better investment decisions. RiskMetrics Group's risk management and wealth management systems, services, and data are used by hundreds of leading financial institutions, multinational corporations
Contents A B C D E F G H I J K L M N O P Q R S T U V W Y Z . Formerly a division at J.P. Morgan, RiskMetrics Group was spun-off as a separate company in 1998. The company has seven offices around the world, including New York New York, state, United States New York, Middle Atlantic state of the United States. It is bordered by Vermont, Massachusetts, Connecticut, and the Atlantic Ocean (E), New Jersey and Pennsylvania (S), Lakes Erie and Ontario and the Canadian province of , London, Tokyo, and Singapore. |
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