The most-in-one TAMP built to scale RIAs

Union by Potomac.

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.

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.

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

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Guardrails

Risk software built by risk managers, introducing Guardrails by Potomac

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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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Stay in-the-know with all things Potomac and Union.

See full TAMP benefits, below.

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

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Proposal Generation

Build proposals using Potomac’s Guardrails system, with custom curated model combinations matched to each clients’ risk tolerance, vetted by our 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 straight from proposal to paperwork.

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Service

Union facilitates all service requests, working as the liaison between advisor and custodian. Our Service Center provides transparency into the status of all requests.

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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 accessible on any device.

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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 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 Union is all about something simple: Your Business Matters.

JEFF GOODNOW

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