A Distribution Ecosystem for Alternative Investments
Account Management, Audit, and CRM
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Account Management, Audit, and CRM
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Union connects Investment Managers with Wealth Managers in a fully regulated framework by embedding a cloud based asset management solution inside a global Broker network that allows Investors to access global investment skill, at home and without exchange risk.
Setup, manage and distribute your talent into Introducers with access to capital.
Setup guideBuild single and multi-strategy Micro Funds™ for distribution into your capital base.
Setup guideDiversify your long run investment objective with robust, uncorrelated alternatives.
Setup guide
From on-boarding to allocation and everything in-between. Easily grow and manage your customers with easy to use tools.
Flawless accounting and reporting. Every trade, every payment, a perfectly balanced system.
Grow and nurture your client list with well considered contact tools. Plan and manage your sales funnel and keep existing customers informed.
Monthly performance and overview of all your account details.
Interrogate every trade with a deeply searchable interface.
Asset management statistics in real time for a more complete picture.
Invest with greater confidence using account specific and whole market insight.
