Adhesion Wealth: Model Marketplace vs TAMP

Financial advisors have been cobbling together third-party tools and spreadsheets to capture tax alpha for years. SS&C ALPS Advisors and SS&C Black Diamond Wealth Solutions spent five years building a different approach—a tax-aware optimization engine that lives inside the Rebalancer advisors already use. Alex Hagmeyer, Co-CIO at SS&C ALPS Advisors, explains how the platform handles household-level transitions, active tax management, and proposal generation without forcing advisors into manual tax-lot analysis.