Smarter Growth

Growing your business isn’t just about growing your numbers. It’s about doing more with what you have now instead of adding more overhead. It’s about spending less time stuck at your desk and more time getting face-to-face with new clients. Trust Company of America (TCA) can help make that a reality.

Dave Curry - Director of Open Systems Architecture
Dave Curry, Director of Open Systems Architecture
One Complete Solution
Sophisticated Modeling
Powerful Rebalancing
Automatic Reconciliation
Asset Based Pricing
Comprehensive Analytics
One Complete Solution

With our technology, you can lessen the effort and increase the impact of each task you perform. No matter what you need to accomplish, our technology platform lets you get it done in one complete solution. Just some of the things you can do on our platform include:

  • Account maintenance
  • Portfolio management
  • Performance reporting
  • Modeling, rebalancing and trading
  • Cash management
  • Tax reporting
  • Tracking and payment
  • Compliance reporting

Visit our TCAdvisor trading platform page to learn more.

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Sophisticated Modeling

The foundation of TCA efficiency is model-based trading, which lets you easily trade your entire account base in a matter of seconds. You can move quickly on market changes to provide the best possible services to your clients, preventing the errors that can crop up from manual calculations — all without running up costs or adding new staff.

Each account can hold an unlimited amount of investment models, making it simpler to rebalance, track performance and generate consolidated reports. You can take advantage of our sophisticated modeling tools while reducing the number of accounts you need to open and track.

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Powerful Rebalancing

Most rebalancing tools require you to import data and then export it to a custodian, which can slow you down and leave you with outdated information.

With TCA, you can rebalance in real time. You always have the latest data to prevent over-drafted or under-invested accounts, and you can handle the entire rebalancing process in a matter of minutes, not hours.

No manual calculations, complicated spreadsheets, tracking execution rotations or third-party software fees. Just fast, accurate rebalancing in a single interface.

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Automatic Reconciliation

The TCA platform simplifies and automates the entire trading process based on your specifications. Need to rebalance accounts, invest new money or free up cash? Our system runs the calculations and builds the recommended trades. You approve them. We execute them.

Seconds later, the system automatically reconciles the actual selling price back to each client account. No delays, no errors. You can instantly move on to your next task without being slowed down by the reconciliation process.

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Asset Based Pricing

Growing your business is important, but if your expenses grow along with it, you’re not really gaining anything. That’s why we price our platform based on the assets your clients hold, not on transactions. With an asset-based custody fee, you get the freedom to make trading decisions based solely on the needs of your client. There’s nothing preventing you from keeping clients fully invested or rebalancing more frequently — while significantly lowering your trading costs.

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Comprehensive Analytics

A comprehensive sales analysis can be invaluable when identifying the strengths, weaknesses and trends of an RIA’s business. It can also eat up your time. Pulling together the necessary data and making sense of it can be a full-time job. To make things easier, we integrated an application called Sales Analytics into our platform. With it, you can generate detailed reports at the firm, representative or account level with just a few clicks. Sales Analytics automatically imports account values and activity history, runs extensive calculations and summarizes its findings in easy-to-understand visuals. You’ll have all the information you need to improve the growth and efficiency of your business, in a fraction of the time.

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