Outstanding Advisor Service

We help you streamline your day-to-day business tasks, freeing you up to focus on your clients and growing your practice. All this ultimately rests on the close partnership we develop with you.

Jonathan Pratt - Operations Supervisor
Jonathan Pratt, Operations Supervisor
Your Conversion Manager
Your Relationship Manager
Partners in Success
Your Conversion Manager

We understand one of the biggest barriers to switching custodians is the conversion of assets, which is why we make this process as easy as possible — for you and your clients.

When you partner with Trust Company of America (TCA), you get a dedicated Conversion Manager who works directly with you to ensure a smooth transition of your business. This manager works closely with you to better understand your business, help train you on how to use our system and handle all the necessary paperwork.

Learn more about making the move to TCA.

 

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Your Relationship Manager

Personal attention doesn’t stop after the conversion process. No matter what size your firm is, we provide you with your own dedicated Relationship Manager. Your Relationship Manager is always ready to help, troubleshoot or inspire. You can call or email them directly any time you have a question. They work one-on-one with you to better understand your goals, then work internally to make sure you get everything you need to achieve them. You can learn more about this service on our Dedicated Relationship Manager page.

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Partners in Success

Relationship Managers aren’t just a nice bonus. We believe they’re essential to your success. And when you succeed, we succeed.

TCA has clients of all sizes, many of who have grown to become multi-billion dollar companies with us and have cited our platform as the reason. According to Cerulli, our clients’ average assets per account are higher than the industry average. And close to half of the advisors using our platform have reached a level of success where they expanded to use a network of representatives to sell their services.

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