# Union TAMP

> All-in-one platform for managing client money with technology and model strategy selection. (iPhone/iPad app by Potomac Fund Management, Inc..)

- Source: https://appshunter.io/ios/app/union-tamp/id1416638392 (this page in markdown: same URL + `.md`)
- Developer: [Potomac Fund Management, Inc.](https://appshunter.io/developer/1416638391)
- Category: Finance, Business
- Price: Free
- Rating: 5.00/5 from 3 App Store ratings
- Age rating: 4+
- Requires: iOS 13.4 · 37 MB
- Languages: English
- Released: 2018-08-02
- Data updated: 2026-06-08
- Monetization: free
- User reviews in markdown: https://appshunter.io/ios/app/union-tamp/id1416638392/reviews.md

## What is Union TAMP?

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.

## Key features

- Client money management
- Cutting-edge technology
- Multi-custodian platform
- Hundreds of model strategies
- Risk management assistance


## Frequently asked questions about Union TAMP

### What is Union TAMP?

Union TAMP is an all-in-one platform designed to help financial professionals manage their clients' money. It provides technology, a multi-custodian platform, and model strategies, along with help in selecting models to manage risk.

### Is Union TAMP free to use?

Yes, Union TAMP is available for free. The app is free to download and use, with no in-app purchases or subscription fees mentioned.

### What devices does Union TAMP support?

Union TAMP is available on iPhone, iPad, and iPod devices. It is designed for users within the Apple ecosystem.

### How secure is Union TAMP?

While specific security features are not detailed, financial management platforms typically employ robust security measures to protect sensitive client data. Users can expect standard industry security protocols.

### How often is Union TAMP updated?

The app was last updated on September 11, 2024, with version 5.14.0. This indicates regular updates to maintain functionality and introduce improvements.

### What kind of model strategies does Union TAMP offer?

Union TAMP provides access to hundreds of model strategies. The platform also offers assistance in selecting these models to effectively manage client risk.

### What is the age rating for Union TAMP?

Union TAMP has an age rating of 4+. This suggests it is suitable for a broad audience, including younger users, though its primary function is for financial professionals.

### Does Union TAMP have ads?

No, Union TAMP does not contain advertisements. The app is free and ad-free, allowing for an uninterrupted user experience.

## Version history (last 5 releases)

### 5.14.0 — 2024-09-11

- 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

### 5.9.0 — 2024-04-18

- Bug fixes
- User experience improvements
- Added functionality to native Document Vault feature

### 5.5.2 — 2023-08-24

Bug fixes and performance enhancements

### 5.4.0 — 2023-02-13

Bug fixes and performance updates

### 5.2.18 — 2022-06-25

Bug fixes and performance updates

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*Data collected daily from the US App Store and indexed by [AppsHunter](https://appshunter.io/). User reviews are verbatim App Store reviews. Ratings, prices and chart positions refresh continuously; this snapshot is from 2026-06-08.*