Union starts with Investment Management. At the end of the day, all the technology in the world is meaningless if you aren’t meeting each of your clients’ individual objectives.
Selecting model portfolios can be overwhelming, which is why we work with your business to curate which combination of strategists will best serve your clients.
- Portfolio Design and Construction
- Access to unique markets historically closed to most advisors like 403b, 401K, and HSA accounts.
- A combination of institutional level investment strategists across the full range of styles:
If you would like to partner with a team that looks and listens for input, and loves small business owners, we're for you.
Building a technology infrastructure is one thing, maintaining it is another. Many RIA aggregators promise the world and deliver a hodgepodge of solutions. With Union, we take care of everything – all in one place.
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.
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.
There is nothing efficient about a business that is provided with lackluster support or is judged by the size of its AUM. With Union, we know your name. You’re not a number, you’re a partner. Your Business Matters.
Called Union, the unified managed account platform serves up big-TAMP technology plus “human handholding,” Khatta says.
So, we gathered the team and decided, “either we are going to solve this problem, or we need to find another business model”.
The independence movement is still in full force with Advisors, but this can mean many things and there are multiple levels of…
Advisors have shared their biggest frustrations to be poor service. With Union, we set out to solve this point-by-point.
Potomac says competitive pricing and superior service will make Union a viable business, even amid consolidation.
Potomac Fund Management launches Union, a new UMA Platform for Small Business Advisors.