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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 technology and inventor of the Risk Number®.

The integration of Riskalyze with TCA’s powerful technology platform provides greater efficiencies for advisors including:

  • More efficient risk analysis and management of client accounts. As advisors make adjustments or updates to client accounts on the TCA platform, these changes can be automatically fed into the advisor’s Riskalyze data, which processes the investments and allocations within seconds. And from the Riskalyze user interface, advisors can search for their TCA clients and seamlessly add their holdings to a Riskalyze client profile.
     
  • More efficient risk...

Understanding Required Minimum Distributions

Most IRA account holders are probably aware that they need to withdraw some amount of money from their account after they reach a particular age. This amount of money is known as a Required Minimum Distribution (RMD). But the specifics of the rules, which do not apply to Roth IRAs, can be...

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How to Build Your Brand

In an earlier blog post, in an effort to help RIAs define their brand, we asked advisors to consider why they do what they do. The answer to that question makes up the innermost circle of Simon Sinek’s...

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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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2014 Focus on the Future: Janus Labs Brings Art of WOW to Focus Conference

The Art of WOW starts now.

That was the leading message of Janus Labs Executive Director John Evans, who brought a bundle of energy and some...

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