Join the Union UMA 2021 Waitlist

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.

Submit the form below to download the Union overview and join our 2021 waitlist.

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

– Director of Advisor Education Jeff Goodnow

Ready to Talk? So Are We.