MIAMI--(BUSINESS WIRE)--Potomac Fund Management, Inc. (“Potomac”), a boutique investment strategist, unveiled its new virtual community Insight by Potomac, a digital destination driven by intuitive software for its financial advisors that centralizes their vital tools, content and client communications while providing quick access to its database of resources and executive-level support from Potomac’s team.
Insight functions as a centralized and consolidated source of information and database to save advisors time and increase due diligence oversight so advisors can perform their roles to the highest level. It allows them to take greater control of their workflows and provide enhanced practice management capabilities through an innovative user interface.
“Insight brings all of the benefits of working with Potomac to an advisor’s desktop. It offers our advisors a streamlined digital experience by placing our Investment Committee's market research, educational content and resources, and more, at their fingertips,” said Potomac Chief Executive Officer Manish Khatta.
For advisors using the Union UMA platform, additional features include operational how-to videos, custodial updates, and other information vital to each advisor's unique business needs. The Insight dashboard will also give Union advisors a 360-degree view into their investment advisory world and offer access to back-office solutions to reduce the amount of time spent gathering information from multiple, disparate sources.
For advisors utilizing Potomac's investment strategies via the Union UMA or platforms such as Envestnet, Axiom, and SMArtX, Insight includes manager due diligence oversight and timely new content to reduce friction between initial due diligence and ongoing review in a multi-strategist environment.
“Those who know us, realize that we take a community-centric approach to all that we do. To that end, Insight is a natural progression of our offering meeting the growing expectations of financial advisors. They demand a more robust and impactful experience that brings together innovative content, industry best practices and emerging technologies and that’s what we’ve created,” noted Jeff Goodnow, Chief Growth Officer of Potomac.
Financial advisors interested in learning more about the features and benefits of Potomac’s Insight can visit https://potomacfund.com/insight for more details.
About Potomac Fund Management
Headquartered in Miami, Florida, Potomac Fund Management (“Potomac”) Potomac is a boutique investment strategist for financial advisors. With strategies available on numerous platforms including, Evestnet, SMArtX, and Orion Portfolio Solutions, the Union UMA platform, and a direct offering, Potomac supports advisors with the resources best suited for their individual businesses. Each avenue is built on Potomac’s core belief that financial success is about more than hitting a number twenty years into the future; it is about feeling confident as you get there. For more information, visit www.potomacfund.com.
