The all-in-one RIA solution is a myth. Why? Because every business is unique, and so are its needs. That’s why Union was intentionally built as a ‘most-in-one’ solution – with the tools you need to run a successful RIA, paired with the expertise of an investment strategist and OCIO experience.
Our platform makes it easy to manage your clients’ money with confidence
That’s because Union offers everything you expect from a large TAMP—like cutting-edge technology, a multi-custodian platform, curated model strategies, financial planning—plus one thing you don’t: help selecting models to manage risk.
Like a great HiFi, everything is perfectly balanced.
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?
OCIO
Combine multiple strategist models into one single account solution.
Insight
A hub for financial advisors that brings communication together.
Stay in-the-know with all things Potomac and Union.
ditch the tech stack
Let’s face it, integrating technology doesn’t work. So, we built our own solution. See it in action below.
See full TAMP benefits, below.
“We believe in service over everything.” – Manish Khatta
01.
Proposal Generation
Build proposals with custom curated model combinations, matched to each clients’ risk tolerance, vetted by Potomac’s OCIO process.
02.
Digital Account Opening
Create for your clients within the Union system with e-signature, ensuring a smooth, expedited process.
03.
Service
Union facilitates all, working as the liaison between advisor and custodian to remove the burden from your business.
04.
Billing
Union’s automated billing process will both improve cashflow and support your business’ growth, while eliminating operational threats.
05.
Reporting
With a beautiful and intuitive design, Union’s reporting tool enables you to easily and clearly communicate with your clients.
06.
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.
07.
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 accessible on any device.
08.
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.
09.
Ideation
The work of the Union 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 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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