Technology Platforms

TCAdvisor II Portfolio Management and Trading Platform

A comprehensive back office support system, TCAdvisor II allows advisors to integrate trading systems with clients’ portfolio management duties while working with real-time data.

Featuring strategy-based trading – including multiple strategies per account – TCAdvisor II also offers online trading, client data analysis, processing, and performance reporting when Trust Company is providing custody of the assets. In addition, the state-of-the-art platform eliminates the need to manually reconcile between the custodian and portfolio management system.

TCAdvisor II includes the following features:

• Ability to create customized portfolio strategies
• Capacity to assign multiple strategies to individual accounts
• Strategy level trading
• Efficient rebalancing of strategies to allocation goals
• Streamlined process for investing new money
• Simplified cross-strategy balancing
• Sub-advisor strategy management
• Flexibility in establishing fee schedules
• Fee reconciliation reports
• Intuitive account setup process
• Simple allocation of investment assets
• Systematic processing of contributions and distributions
• Advisor and representative setup and maintenance access
• Seamless compatibility with TCAccess II platform
• Access to client registration information
• Real-time asset holding information
• Real-time account balance data
• Incoming asset transfer status and memos
• Historical snapshots of client positions and balances
• Blank or pre-populated forms
• Customized or standard reports
• User-friendly printing
• Data and report downloads via Excel
• Historical client statements
• Historical client tax forms

TCAccess II Account Information and Inquiry Application

To help focus sub-advisor, representative, or other solicitor sales efforts on marketing financial solutions and growing the client base, Trust Company of America developed TCAccess II, which provides extensive tools for solicitor and client support.

Featuring real-time data, TCAccess II provides online access to all account information, including current positions, pending activity, total return, transaction history, asset allocations, distributions, and more. Representatives and individual investors may also access PDF versions of historical statements and tax forms.

Available under optional private labeling, TCAccess II allows solicitors to focus on making sales. Furthermore, with clients finding account information easily accessible, incoming calls are limited to more substantive issues and less on small details such as account status or recent transactions.

Advisor-sponsored self-directed IRA account holders may also review portfolios through TCAccess II, accessing information such as current positions, pending activity, total return, transaction history, asset allocations, and distributions, as well as PDF versions of historical statements and tax forms.

Information Sharing

Separate from its cutting-edge trading platform, Trust Company technology works seamlessly with third-party portfolio management programs. With automatic daily data downloads, our clients have access to all of their information, encompassing investments ranging from stocks and bonds to mutual funds and variable annuities. Trust Company of America also receives data from many variable annuity companies, automatically updating annuity values and holdings.