CONTROL COMPLEXITY

WITH THE TAMP THAT HELPS YOU CONTROL RISK.

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.

CONQUER RISK IN-ACTION

See the illustration showing how combining models may limit risk.

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AN ALL-IN-ONE TAMP

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

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Proposal Generation

Build risk assessed portfolio proposals utilizing the strategists vetted by Potomac’s investment committee for your business.

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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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Trading

Union provides sleeve rebalancing and maintenance while providing an efficient trading process through custodians Fidelity and TD Ameritrade.

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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 your client’s fingertips. With our robust account aggregation tool, you can deliver on the elusive dream of consolidated reporting.

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Business Intelligence

Insight into your business’ health to ensure you maintain on target for each of your clients’ goals and objectives.

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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.