Welcome to the Union UMA.

One platform. No integrations. Service at the ready. Your business matters, the size of your AUM does not.

Better solutions for advisors exist, and the time to start planning is now. Download our introduction to see how we combine a single technology platform (Financial Planning, Proposals, Digital Account Opening, Trading, Billing, and Reporting) with dedicated service to transform the advisor experience.


No more being left on hold. Submit the form below to download our Union overview.

Partnering with the Union UMA is all about something simple: Your Business Matters.

– Director of Advisor Education Jeff Goodnow

Conquer Risk. Keep Control.