WITH THE TAMP THAT HELPS YOU CONTROL RISK.
Portfolio Design & Construction
403(b), 401(k) & HSA Accounts
Our platform makes it easy to manage your clients’ money with confidence
That’s because the Union UMA offers everything you expect from a large TAMP—like cutting-edge technology, a multi-custodian platform, hundreds of model strategies—plus one thing you don’t: Help selecting models to manage risk.
As your outsourced chief investment officer (OCIO), Union works closely with you, sorting and sifting through hundreds of model strategies to find the best match for your clients’ needs. Then we test-fit multiple combinations of models searching for the optimal mix—the one that seeks to deliver competitive returns while limiting maximum drawdown.
AN ALL-IN-ONE TAMP
With Union, you can spend less time building portfolios, and more time building relationships.
Build risk assessed portfolio proposals utilizing the strategists vetted by Potomac’s investment committee for your business.
Digital Account Opening
Create new accounts for your clients within the Union system with e-signature, ensuring a smooth, expedited process.
Union provides sleeve rebalancing and maintenance while providing an efficient trading process through custodians Fidelity and TD Ameritrade.
Union’s automated billing process will both improve cashflow and support your business’ growth, while eliminating operational threats.
With a beautiful and intuitive design, Union’s reporting tool enables you to easily and clearly communicate with your clients.
Build actionable plans that show your clients’ journey from here to the future, in an interactive digital environment. Aggregate external accounts right to your dashboard.
Customized financial plans and performance reports available at your client’s fingertips. With our robust account aggregation tool, you can deliver on the elusive dream of consolidated reporting.
Insight into your business’ health to ensure you maintain on target for each of your clients’ goals and objectives.
The work of the Union UMA platform is never done. We’re never satisfied with good enough or that’ll do. Our best innovations are ahead, and we’re eager to bring them to you.
Brookmont is available on platforms like Envestnet, Orion Communities, and now the Union UMA.
How can financial advisors utilize business intelligence to better ascertain the health of their practice? What tools…
Following our “February Hot Takes” we dive deeper into Donor Advised Funds. How can they help advisors grow?
With so many claiming their services are now “free,” how are custodians actually making money? Does it matter?
Called Union, the unified managed account platform serves up big-TAMP technology plus “human handholding”
From time to time we come across an investment strategist engaged in truly interesting work, and we want to share…