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Designed specifically for RIAs, our technology gives you a more powerful way to trade, rebalance and manage assets and simplifies routine tasks so that you can be more efficient in every area of your business.

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Our Technology

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Whether you are considering becoming an independent RIA or already own your own practice, we are committed to helping you succeed by providing you with all the support you might need along the way.

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Latest News

Trust Company of America and Jefferson National Team Up On Product.

New Video

Why do RIAs switch to Trust Company of America? What do they value most about their relationship with us? What kind of impact has our technology been able to make?

New Report

8 Promises Your Custodian Should Make - And Keep