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Podcast: Conquer Risk Podcast
Episode: The Making of Union UMA
Description: The final entry in our “making of a platform” is here and it’s a BIG one, as we share our vision behind the Union UMA. We’ve been listening to advisor's frustrations for years, and we’ve built this solution with one principle in mind: your business matters.Commitment to (quality) serviceAll-in-one platform from prospect to clientFinancial planning + aggregation reported alongside investmentsCustom OCIO functionalityWe hope you enjoy and follow us on this journey! If you have any ideas, comments or suggestions please fire them our way.Make sure y...