Union by Potomac presents itself as a comprehensive platform designed to facilitate the management of clients' financial assets. It incorporates features typically associated with larger Turnkey Asset Management Platforms (TAMPs), such as advanced technology and a multi-custodian framework, complemented by a diverse array of model strategies. However, it sets itself apart by providing assistance in choosing models that effectively address risk management concerns.
Overview
Union TAMP is a Freeware software in the category Business developed by Potomac Fund Management, Inc..
The latest version of Union TAMP is 5.14.0, released on 01/08/2025. It was initially added to our database on 01/08/2025.
Union TAMP runs on the following operating systems: iOS.
Users of Union TAMP gave it a rating of 5 out of 5 stars.
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