Our success is your success. That’s why we not only provide cutting-edge technology, but also the RIA support you need to grow your practice. The foundation of that commitment is your personal Relationship Manager.
To help your business succeed, your Relationship Manager gets to know it inside and out. They regularly meet with you to fully understand your goals, then work with other TCA teams to help you reach your full potential — today and in the years ahead.
Your Relationship Manager acts as your advocate, overseeing all day-to-day processes to ensure your requests are completed and issues are resolved as quickly and thoroughly as possible. And they’ll be sure to update you on the latest features and trends that are relevant to your business so you can always stay one step ahead.
This is just the beginning of what your dedicated Relationship Manager can do for you. Some other services they offer include: