Householding capabilities, allowing advisors to group related accounts
as a household and view them on a phone or tablet;
Consolidated Asset Management screen views, enabling RIAs to view
total assets under management across all models anytime, anywhere on
desktop, tablet or smart phone;
Block trade functionality on Liberty to allow an advisor to trade an
asset across multiple models, sell multiple assets within a model, or
a sell single security across multiple models.
Nine new clients and steady performance by existing RIAs drive strong
Trust Company of America (TCA), the only independent RIA custodian
offering fully integrated real-time technology, consultative services
and back office support built exclusively for RIAs, closed the first
quarter of 2014 with solid growth in new advisor arrangements and
continued strong performance from RIAs that custody assets with TCA.
TCA signed nine new RIA client arrangements and launched a new
partnership with Investment Advisors Corp., an innovative registered
investment advisory firm based in West Des Moines, Iowa. TCA also added
new improvements to its technology and trading platform, increasing
trading efficiency and driving more functionality to Liberty, its
expanding trading and technology platform, available across desktop,
tablet and smart phone.
“We are continuing the momentum of 2013, working with leading RIAs who
want the efficiency and growth that Trust Company of America offers,”
said Joshua Pace, Senior Vice President, Business Development.
“Together, we are helping advisors and their practices reach their full
“This alliance enhances what we can do for our investment adviser
representatives (IAR’s) and we are excited to work together with Trust
Company of America,” said Michael Sherzan, President and CEO of
Investment Advisors Corp., which partners with more than 120 IARs.
“TCA’s technology and powerful brand are assets we will leverage as we
expand our base of advisors, registered representatives and RIAs.”
Several key initiatives drove improvements to TCA’s technology and
trading platform in the first quarter of 2014, including:
Multiple Execution Services for ETFs: Trust
Company of America signed alliances with five leading ETF liquidity
specialists, providing advisors with the unique ability to choose what
execution source they want to use in the front end of the trading system
based on the needs of the advisor and their clients.
Expansion of Liberty technology platform:
TCA added three features in the first quarter of 2014:
Later this year, TCA will integrate nearly all of its trading and
technology platform to Liberty, creating the first fully-mobile platform
in the industry and providing RIAs with real-time access to trading,
account information and reports, anywhere, from any mobile device. The
updates to Liberty will run parallel with ongoing enhancements to
TCAdvisor, the firm’s desktop trading platform.
About Trust Company of America
Since 1972, Trust Company of America (TCA) has been a champion of
Registered Investment Advisors, dedicated to helping them realize their
full potential. TCA is the only independent RIA custodian offering fully
integrated real-time technology, consultative services and back office
support built exclusively for RIAs. Headquartered in Colorado, TCA is a
partner to advisors, providing the technology and support they need to
manage their practices and clients’ financial futures. See more at: http://www.trustamerica.com.
Mo Shafroth, 720-470-3653
Source: Trust Company of America