Client Services

Personalized Customer Services Team

Trust Company of America provides service and support to each of its clients at a level that our competitors generally reserve for their largest account holders. Each advisor is assigned a dedicated client service representative who provides personalized, involved support based on the unique needs of the advisor’s business. In addition, a dedicated trading specialist helps ensure that the advisor thoroughly understands the TCAdvisor II trading platform to be able to capitalize on its efficiencies.

Conversion Services

To speed client transitions, Trust Company’s conversion team assesses the priorities and requirements of each advisor’s business and develops detailed timelines, project plans, and tactics. The subsequent execution of the conversion generally includes a two-day on-site visit, during which the team sets up our systems, ensures they’re working, and provides intensive introductory training.

Training

To make certain that advisors fully leverage the benefits of working with Trust Company, we’ve created training that covers every aspect of our operations, procedures, and software products such as TCAdvisor II and TCAccess II. Beyond the initial sessions, we conduct biweekly software training via WebEx, a centrally managed platform that’s remotely accessible from any computer with an internet connection.

Private-labeling Services

Once minimum account requirements are met, an advisor may fully customize the look and feel of all reports, statements, and hosted websites by adding logos, using pre-printed statement paper, or branding the TCAccess II interface. By remaining nearly invisible to the individual client, we allow the advisor to maintain a consistent, professional presence.

Customized Solutions

To provide programs that fit the unique demands of each individual advisor’s business model, Trust Company will modify and customize its offerings as needed or requested.