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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...

Gaining an Edge with Private-Labeled Technology


How can an advisor set himself apart from the competition and reinforce his brand with state-of-the-art technology?

Using technology that is private-labeled, or personalized, with your own branding and logo is a great way to reinforce your brand to your clients. At Trust Company of...

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The Top Four Ways Model Portfolio Platforms Create Simplicity and Growth

Advisors looking to grow often find they are confronted with a dilemma: the larger their firm becomes, the more likely the strong investment performance that drives growth will falter without additional staff and resources.

Model portfolio platforms can be a great solution for advisors...

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5 Social Media Policy Tips for Financial Advisors

Originally posted by Financial Social Media.

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How to Live Up to Your Full Business Potential

Every business has its challenges. For RIAs, those challenges may be developing marketing plans, managing revenue margins, or even something as seemingly simple as scheduling regular client meetings.

Whatever your firm’s challenges may be, overcoming them requires an awareness of what...

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