A Distribution Ecosystem for Alternative Investments

Account Management, Audit, Risk, and CRM

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Easily Build and
Distribute Micro Funds™.

All the tools you need to grow.

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.

Brokers

Retain and grow your client base with world class investment management tools.

Setup guide

Managers

Setup, manage and distribute your talent into Introducers with access to capital.

Setup guide

Introducers

Build single and multi-strategy Micro Funds™ for distribution into your capital base.

Setup guide

Investors

Diversify your long run investment objective with robust, uncorrelated alternatives.

Setup guide

Account Management, Audit, and CRM

Connect with Every Detail of your Business.

Stay focused on your core function, we'll take care of all the admin.

Account Management

From on-boarding to allocation and everything in-between. Easily grow and manage your customers with easy to use tools.

Audit

Flawless accounting and reporting. Every trade, every payment, a perfectly balanced system.

Risk

Make products that last. Accurate and up to date risk managment. Always know where are when you are exposed.

Customer Relationship Management

Grow and nurture your client list with well considered contact tools. Plan and manage your sales funnel and keep existing customers informed.

A Personal Factsheet For Every Customer

A Shareable and Immersive Interface to Your Micro Funds™.

Know more about your performance with live Factsheets.

Performance

Monthly performance and overview of all your account details.

Trades

Interrogate every trade with a deeply searchable interface.

Statistics

Asset management statistics in real time for a more complete picture.

Insights

Invest with greater confidence using account specific and whole market insight.

Ready? Let's get you setup.

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