The advisory business for many advisors is far from simple. In fact, it can be a real cluster. Between fin-tech promises and integration failures, advisors have been left with a complex mess of custodians, logins, multiple tech solutions, and lots of other puzzle pieces that just don’t make a very good picture.
We offer something different.
HERE IS WHAT SIMPLE SHOULD LOOK LIKE:
CURRENT REALITY
3+ Custodians needed to access different strategists
UNION
choose one:
fidelity or TDA/Schwab
CURRENT REALITY
a complex web of 6+ software integrations for the advisor to manage
UNION
most-in-one
hop on board and get to work
Most-in-One
With Union, you can spend less time building portfolios, and more time building relationships.
Union is what simple looks like.
Better is possible. Union by Potomac 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 and combining models to manage risk. The best thing to do is simply have a conversation. Partnership should be a mutually beneficial relationship and we want to talk to you.
Ready to talk? Let’s make this simple.
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