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The most-in-one tamp
built to scale rias

The most-in-one tamp
built to
scale rias

The most-in-one tamp
built to scale rias

The most-in-one tamp built to scale rias

With the tools you need to run a successful RIA, paired with the expertise of an investment strategist, you can spend less time working in your business and more time working on your business.

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what is Potomac union?

Union is a turnkey asset management platform (TAMP) delivering institutional-grade strategists, cutting-edge technology, and full lifecycle support—from proposal generation to reporting.

But unlike traditional TAMPs, Union helps advisors select and combine multiple models to better manage risk and optimize outcomes.

ocio

insights

technology

Combine models. Manage Risk.

We do the due diligence, you get the results. That's because we don't just provide access to models, we provide guidance on how to use them together. Use our curated model combinations to match each client's risk tolerance.

ocio

insights

technology

Combine models. Manage Risk.

We do the due diligence, you get the results. That's because we don't just provide access to models, we provide guidance on how to use them together. Use our curated model combinations to match each client's risk tolerance.

ocio

insights

technology

Combine models. Manage Risk.

We do the due diligence, you get the results. That's because we don't just provide access to models, we provide guidance on how to use them together. Use our curated model combinations to match each client's risk tolerance.

Everything you expect from a leading tamp

Everything you expect from a
leading tamp

client lifecycle

client lifecycle

build financial plans

generate proposals

open accounts

A split-screen user interface for UNION's "SERVICE CENTER" dashboard used to manage client service requests and support tickets. The left column features a filterable list of active tickets for clients like Phoebe Tribbiani, Rachel Green, John Smith, and Monica Geller, detailing account types and statuses such as "Funded," "New Service Request," and "Send to Custodian." The right panel displays the details for the selected Monica Geller ticket, showcasing a "NOTES HISTORY" timeline with internal logs, a rich-text input area to add new notes, a "FILE ATTACHMENTS" drag-and-drop upload box, and a section for "WORKDRIVE INTEGRATION."

A split-screen user interface for UNION's "SERVICE CENTER" dashboard used to manage client service requests and support tickets. The left column features a filterable list of active tickets for clients like Phoebe Tribbiani, Rachel Green, John Smith, and Monica Geller, detailing account types and statuses such as "Funded," "New Service Request," and "Send to Custodian." The right panel displays the details for the selected Monica Geller ticket, showcasing a "NOTES HISTORY" timeline with internal logs, a rich-text input area to add new notes, a "FILE ATTACHMENTS" drag-and-drop upload box, and a section for "WORKDRIVE INTEGRATION."

operations & service

operations & service

Service Request center

Automated Billing

Scalable Trade execution

reporting & engagement

reporting & engagement

Customizable client tools

Account aggregation

Consolidated reporting

An image of UNION's "HOUSEHOLDS" dashboard for managing client portfolios and prospects. The left-hand panel lists various household names alphabetically, including the Burton, Doe, Gray, and Saltz families, along with their corresponding financial values. The right-hand panel displays comprehensive details for the selected "SALTZ FAMILY," highlighting an AUM of $1,010,000 and a Risk Score of -51.48. It also breaks down "CONTACT DETAILS" for primary user Eli Saltz and lists account "REGISTRATIONS," showing a Roth IRA valued at $1,000,000 and a Brokerage account valued at $10,000.

An image of UNION's "HOUSEHOLDS" dashboard for managing client portfolios and prospects. The left-hand panel lists various household names alphabetically, including the Burton, Doe, Gray, and Saltz families, along with their corresponding financial values. The right-hand panel displays comprehensive details for the selected "SALTZ FAMILY," highlighting an AUM of $1,010,000 and a Risk Score of -51.48. It also breaks down "CONTACT DETAILS" for primary user Eli Saltz and lists account "REGISTRATIONS," showing a Roth IRA valued at $1,000,000 and a Brokerage account valued at $10,000.

Dive deeper

Dive deeper

self-directed brokerage account

An SDBA is a feature within certain 401(k), 403(b), and 457 plans that allows participants to invest beyond the plan’s core investment menu.

grow recurring revenue

deepen Client relationships

Personalized retirement advice

sdba through union

Guardrails

Built on actual math—maximum drawdown, a real, testable, non-subjective number. Guardrails defines a portfolio's risk tolerance in clear terms.

A dark-mode user interface for Guardrails, the risk analytics software, titled "BUILD AND OPTIMIZE," with the subtitle "Create and optimize your investment models." The top half of the screen features a "RELATIVE PERFORMANCE" line graph tracking a yellow "portfolio" line against a grey "S&P 500 Total Return Index" line from 2020 through early 2026. The bottom-left section displays a "CORRELATION MATRIX" box labeled "3 INSTRUMENTS," which details monthly return correlations over an analysis period from 07/01/20 to 04/30/26. The visible portion of the matrix table includes data points comparing financial instruments like S&P 500 TR, CRDBX, and SPDV, with key perfect correlations highlighted in solid yellow cells.

See how it works

Guardrails

Built on actual math—maximum drawdown, a real, testable, non-subjective number. Guardrails defines a portfolio's risk tolerance in clear terms.

A dark-mode user interface for Guardrails, the risk analytics software, titled "BUILD AND OPTIMIZE," with the subtitle "Create and optimize your investment models." The top half of the screen features a "RELATIVE PERFORMANCE" line graph tracking a yellow "portfolio" line against a grey "S&P 500 Total Return Index" line from 2020 through early 2026. The bottom-left section displays a "CORRELATION MATRIX" box labeled "3 INSTRUMENTS," which details monthly return correlations over an analysis period from 07/01/20 to 04/30/26. The visible portion of the matrix table includes data points comparing financial instruments like S&P 500 TR, CRDBX, and SPDV, with key perfect correlations highlighted in solid yellow cells.

See how it works

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ADV Part 2

ADV Part 3

GIPS® Report

Address

7373 Wisconsin Ave. Suite 750
Bethesda, MD 20814

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Be in the know

Receive our market insights, news, and perspectives, directly in your inbox.

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Last Name

Email

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Potomac Studios

Research

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Perspectives

Guardrails

© Copyright 2026 - All Rights Reserved Potomac Fund Management, Inc.

company

Solutions

Resources

Privacy Policy

ADV Part 2

ADV Part 3

GIPS® Report

Address

7373 Wisconsin Ave. Suite 750
Bethesda, MD 20814

Phone

BE IN THE KNOW

Receive our market insights, news, and perspectives, directly in your inbox.

First Name

Last Name

Email

Opt in (Subscription types)

Potomac Studios

Research

News & Events

Perspectives

Guardrails

© Copyright 2026 - All Rights Reserved Potomac Fund Management, Inc.