Money Manager X-Change

Money Manager X-Change enables you to provide your clients with access to high-quality investment management while helping to make your business more efficient.
 
The MMX program enables you to match third-party money managers and strategies to your clients' investment needs. Whether you outsource all your investment management or simply wish to round out your offerings with complementary strategies and money managers, the MMX program can be an excellent resource for you.
 
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MMX MANAGERS

Explore the select money managers currently working with TCA.
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Lawrence Matthews, Jr. Relationship Manager III
Benefits of MMX
Benefits for Your Reps
Benefits For Clients
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Benefits of MMX
  • Supplement your existing strategies to create more diverse investment offerings for meeting your clients’ needs, goals and preferences.
  • Pre-qualify and select the high-quality money managers you want to work with.
  • Become more efficient by employing an easy process of hiring multiple money managers through one source.
  • Lower investment-management-related overhead while maintaining complete control over your client base.
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Benefits for Your Reps
  • Provide reps with the flexibility to choose from the MMX options that you have selected and customized for them.
  • Enable reps to build a team of money managers whose strategies resonate with them and their money management style.
  • Give reps more ways to best meet the needs of their clients through a stronger, more robust investment management offering.
  • Provide scalable models for small accounts to ensure profitability and ease of management.
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Benefits For Clients
  • Provide more investment options for unique and varying needs.
  • Access strategies focused on specific market niches, investment types, or changing market conditions.
  • Access high-quality, sophisticated money managers that were once restricted to just high-net-worth clients.
  • Provide 24/7 online access to investment holdings, transactions and performance in one place and in one consolidated statement.

 

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Powered By the TCA Platform
For advisors, one of the biggest benefits of working with TCA is the efficiency that the technology platform yields. And it’s no different with the MMX program. You have access to powerful investment management capabilities right from the TCA platform.
 
  • Delegate all of your money management or just a portion.
  • Retain control of which managers and strategies are available to reps. 
  • Create multiple-model portfolios in the same account, either managing multiple money managers in the same account or complementing your strategy with a third-party strategy.
  • Leverage your money managers’ investment expertise without the operational hassles of buying signals.
  • Choose from TCA’s list of select managers with dozens of investment strategies or work with TCA to add your own third-party money managers to the program.

 

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