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Two Leading RIAs Now on Cutting Edge with Apps in Apple and Android Stores Using Private-Label Technology of Trust Company of America

Denver, CO (January 12, 2012) ‐ In a major breakthrough, Interactive Financial Advisors/IFA (Oak Brook, IL) and Portformulas (Ada, MI) – have become one of the industry’s first RIAs with their own apps in the Apple and Android stores, using private‐label versions of Trust Company of America’s...

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Advisor Engagement Study Reveals Importance of High Tech, High Touch Service in Client Satisfaction

Denver, CO (December 14, 2011)  An Advisor Engagement Study conducted by a third party on behalf of Trust Company of America reveals the importance of high-tech, high-touch service to advisors. The study shows that while cutting-edge technology is vital for operational efficiencies, the...

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Trust Company of America Announces a Breakthrough soon to be Delivered to the RIA Industry

Denver, CO (8/16/11): RIAs everywhere have responded to the market turmoil of 2008-9 with the realization that the “new normal” must include greater transparency, scalability, flexibility and mobility. Given the imperative challenges of building closer ties with their clients, while reducing...

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Trust Company of America and Black Diamond Form Strategic Partnership

Jacksonville, FL and Denver, CO April 19, 2011 — Black Diamond Performance ReportingTM and Trust Company of America announced today a joint initiative to provide access to performance reporting and asset aggregation to RIAs and their clients.

“By integrating Black Diamond’s technology into...

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