CONTROL COMPLEXITY
WITH THE TAMP THAT HELPS YOU CONTROL RISK.
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Portfolio Design & Construction
Multi-Custodian Platform
403(b), 401(k) & HSA Accounts
Institutional-Level Strategies
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.
SOMETHING DIFFERENT
Ever feel like the advisory business should be simpler than it is? Us too.
AN ALL-IN-ONE TAMP
With Union, you can spend less time building portfolios, and more time building relationships.
Proposal Generation
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.
Trading
Union provides sleeve rebalancing and maintenance while providing an efficient trading process through custodians Fidelity and TD Ameritrade.
BILLING
Union’s automated billing process will both improve cashflow and support your business’ growth, while eliminating operational threats.
REPORTING
With a beautiful and intuitive design, Union’s reporting tool enables you to easily and clearly communicate with your clients.
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.
CLIENT PORTAL
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.
Business Intelligence
Insight into your business’ health to ensure you maintain on target for each of your clients’ goals and objectives.
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.
Why a New TAMP for Small RIAs
Has a Months-Long Waitlist
Called Union, the unified managed account platform serves up big-TAMP technology plus “human handholding”
Why We Started the
Union UMA Platform
So, we gathered the team and decided, “either we are going to solve this problem, or we need to find another business…
A Small Investment Company Launches
a TAMP for the Little Guy
Potomac says competitive pricing and superior service will make Union a viable business, even amid consolidation.
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