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Union UMA

The TAMP for small RIAs Built to Conquer Risk.

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.

most-in-one

With Union, you can spend less time building portfolios, and more time building relationships.

Simplicity

The Advisory Business should be simple. So why is it a bag of hurt?

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OCIO

Combine multiple strategist models into one single account solution.

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Insight

A hub for financial advisors that brings communication together.

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ditch the tech stack

Let’s face it, integrating technology doesn’t work. So, we built our own solution. See it in action below.

Full TAMP Benefits

“We believe in service over everything.” – Manish Khatta

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Proposal Generation

Build proposals with custom curated model combinations, matched to each clients’ risk tolerance, vetted by Potomac’s OCIO process.

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Digital Account Opening

Create new accounts for your clients within the Union system with e-signature, ensuring a smooth, expedited process.

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Service

Union facilitates all service requests, working as the liaison between advisor and custodian to remove the burden from your business.

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Billing

Union’s automated billing process will both improve cashflow and support your business’ growth, while eliminating operational threats.

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Reporting

With a beautiful and intuitive design, Union’s reporting tool enables you to easily and clearly communicate with your clients.

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Financial Planning

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.

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Client Portal

Customized financial plans and performance reports available at clients’ fingertips. With our robust account aggregation tool, you can deliver on the elusive dream of consolidated reporting.

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Business Intelligence

Maintain your business’ health through firm-level analytics, client demographics, and more, to ensure you stay on target for your goals and objectives.

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Ideation

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.

Partnering with the Union UMA is all about something simple: Your Business Matters.

JEFF GOODNOW

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