RIA Technology

Best practices for investing in the right technology solutions

Financial advisors have more technology options today than ever before. But for technology solutions to work well, they need to be fully integrated with the advisor’s platform. The best technology solutions will enable you to scale, add new components as your needs change, and enable...

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Trust Company of America announces integration with Riskalyze

Denver, CO —(April 7, 2016)— Trust Company of America (TCA), the largest independent provider of integrated technology, custody and practice management support for Registered Investment Advisors (RIAs), today announced its integration with Riskalyze, a top provider of risk assessment...

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TCA Adds Powerful Sales Performance Analytics and Client Acquisition Tools to Liberty

Earlier this week, Trust Company of America unveiled a new suite of features in Liberty, our industry-leading technology platform for RIAs.

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Tech Triangle: Managing the Relationship between Advisor, Rep and Client

 

For RIAs who are growing their practice by selling through Investment Advisory Representatives, technology plays a critical...

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