Latest News
Below is a list of our announcements, including new technologies, company milestones, and some of our new clients.
Denver, CO (January 12, 2012) ‐ In a major breakthrough, Interactive Financial Advisors/IFA (Oak Brook, IL) and Portformulas (Ada, MI) – have become one of the industry’s first RIAs with their own apps in the Apple and Android stores, using private‐label versions of Trust Company of America’s innovative Liberty platform to interface with their clients. [...]
Denver, CO (December 14, 2011) An Advisor Engagement Study conducted by a third party on behalf of Trust Company of America reveals the importance of high-tech, high-touch service to advisors. The study shows that while cutting-edge technology is vital for operational efficiencies, the need for a combination of high-tech and high-touch service has emerged as [...]
Denver, CO (8/16/11): RIAs everywhere have responded to the market turmoil of 2008-9 with the realization that the “new normal” must include greater transparency, scalability, flexibility and mobility. Given the imperative challenges of building closer ties with their clients, while reducing operational costs, RIAs now clearly understand the necessity to spend more time ON [...]
Jacksonville, FL and Denver, CO April 19, 2011 — Black Diamond Performance ReportingTM and Trust Company of America announced today a joint initiative to provide access to performance reporting and asset aggregation to RIAs and their clients. “By integrating Black Diamond’s technology into Trust’s custodial platform we will provide advisors one complete system with a [...]
Centennial, CO (February 3, 2011): Trust Company of America today announced its sponsorship of the Moss Adams/InvestmentNews 2011 RIA Technology Study with the intent to bring to market new findings emphasizing the correlation of technology and profitability. The innovative study will encompass information never directly researched, demonstrating how firms of all sizes and demographics use [...]
Centennial, CO (October 6, 2010): Trust Company of America today reported it is “poised for even greater growth ahead” with the addition of Bob Oros as Vice President/National Sales Manager and Jennifer Nealson as Chief Marketing Officer to the management team. Frank Maiorano, President and CEO, also stated that the number of client accounts had [...]
DENVER (June 10, 2010) – Trust platforms allow full functionality with Mac programs and operating systems.
DENVER (May 21, 2010) – Denver Business Journal honors Trust executive for exemplary financial stewardship.
