Financial Planning in the New Age
This demo provides an overview of Union’s Data Gathering Workflows, responsive What-Ifs capabilities, and client-friendly Presentation Mode. It also includes a high-level overview of Performance Reporting and our Document Vault.
One simple solution that enables you to run your business (NOT dealing with failed technology integrations). What can Union do for your practice? Connect with our Education Team:
Partnering with Union by Potomac is all about something simple: Your Business Matters.
– CHIEF GROWTH OFFICER JEFF GOODNOW