Union by Potomac is the all-in-one platform that makes it easy to manage your client's money with confidence
Union TAMP
by Potomac Fund Management, Inc.
What is it about?
Union by Potomac is the all-in-one platform that makes it easy to manage your client's money with confidence. That's because Union 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.
App Screenshots
App Store Description
Union by Potomac is the all-in-one platform that makes it easy to manage your client's money with confidence. That's because Union 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.
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AppAdvice does not own this application and only provides images and links contained in the iTunes Search API, to help our users find the best apps to download. If you are the developer of this app and would like your information removed, please send a request to takedown@appadvice.com and your information will be removed.