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Financial AdvisorTechnologyCosts -VS-Union UMATechnology is becoming a large part of every financial advisor’s practice.
Unfortunately, the technology line item on your income statement is growing just as fast.
Union by Potomac
Union by Potomac
Phone: Email: Schedule a Conversation:888-768-6622 [email protected] Get on Our Calendar
ORION, BLACK DIAMOND, TAMARAC, ADVYZON, ETC.$30-65 PER ACCOUNT WITH $10-15K MINIMUM/YEAR
EMONEY, MONEYGUIDEPRO®, RIGHT CAPITAL, ETC.$200-$600 A MONTH
ASSUMES 100 CLIENT ACCOUNTS DOESN’T MATTER HOW MANY ACCOUNTS, IT’S STILL FREE
RISKALYZE, ADVISORYWORLD, HIDDEN LEVERS, ETC.$200-$400 A MONTH
CUSTOM TECH STACK$1,200 - $2,300 A MONTH
UP TO $28,000 A YEAR!
UNION UMA:FREE
UNION UMA:FREE
UNION UMA:FREE
UNION UMA:$0 - $0 A MONTHUP TO $0 A YEAR!
PORTFOLIO MANAGEMENT SOFTWARE
FINANCIAL PLANNING SOFTWARE
RISK SCORE AND PROPOSAL
TOTAL COST TO ADVISOR
Typical Technology Costs to an Advisor
An advisor serving 100 households can spend up to $28,000 a year just on technology. This doesn’t even include the staff and time it takes to successfully implement and manage the technology solutions.
We created the Union UMA as a solution for advisors to outsource the entire back office so they can focus on the reason they got into the business: Helping investors!
