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THE ADVISORY BUSINESS

should be simpler
than all this.
It is not.

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:

Ready to talk? Let’s make this simple.

HERE IS WHAT SIMPLE SHOULD LOOK LIKE:

CURRENT REALITY

3+ Custodians needed to access different strategiests

UNION

choose one:
fidelity or TDA

CURRENT REALITY

4+ logins to run the business and manage client interactions

UNION

from prospect through the lifecycle of a client, only one login is needed

CURRENT REALITY

a complex web of 6+ software integrations for the advisor to manage

UNION

all-in-one
hop on board and get to work

Union is what simple looks like.

Better is possible. 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. The best thing to do is simply have a conversation. Partnership should be a mutually beneficial relationship and we want to talk to you.

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