About this app
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.
Latest release
What’s New
- Custom date selection for in-depth portfolio review - Users able to toggle between each version of their financial plan - Planning customers may review behavioral finance results from BeFi20 & PulseCheck - Managed account daily performance change, sort order, allocation grouping, realized gain/loss and household level transactions can be enabled and viewed in mobile! - Bug Fixes
Audience growth
Ratings growth
Baseline captured. Growth appears after the crawler observes a changed rating count.
Momentum comes from crawler snapshots for the tracked storefront. “Viral growth signal” means unusually fast recent rating gains; it is an indicator, not download data.
Price tracking
Price intelligence
First snapshot captured. The trend line starts after the next crawler price observation.
- First observed Aug 20, 2026 · 2:03 AM Free
Screenshots
