Are routine portfolio management tasks chipping away at your day, keeping you from delivering your best to your clients? It’s time to turn to a technology that allows you to manage thousands of accounts in minutes, not days. TCAdvisor, our model-based trading and rebalancing platform, is one of the most advanced technologies available in the market. It combines everything you need in one platform, streamlining process and maximizing your productivity.
The TCAdvisor account management and trading platform contains everything you need to manage your clients’ portfolios in one easy-to-use system. There’s never a need to waste time transferring data between applications.
That means no lag time. Zero. You get notified in real time about any activity, so you always know exactly what’s going on with your clients. Deposits, distribution requests, pending transactions — any information you need in order to make withdrawals, analyze accounts or calculate trades is always up-to-date and at your fingertips.
Knowing the exact status of each of your clients is just the first step. TCAdvisor also eliminates lag time in acting on that information.
Let’s say there’s a sudden shift in the market. You need to rebalance every one of your accounts. You need to approve, send and reconcile trades for 1,200 different clients. How much time would you expect to spend managing all that? With TCAdvisor, it takes just minutes versus your entire day.
There’s no need to upload or download information between your applications and your custodian. You get instant trade recommendations, which can be immediately sent to market, significantly reducing the time you spend trading. As soon as they’re executed, TCAdvisor automatically reconciles the actual trading price back to each client account.
If the market moves, you move. You can be as responsive as possible, making changes to your entire client base or just certain investors based on your criteria. It’s your operation, we’re just here to make the trading process effortless so you can focus on what you do best: giving your clients the expertise that makes you stand out from the crowd.
TCAdvisor drastically simplifies how you manage assets by letting you run as many investment models as you’d like in any single account. You don’t need to create a new account simply to use multiple models.
You can also create strategies made up of multiple models. For example, define a model to represent a group of assets that meet a particular objective such as Small Cap Growth or Large Cap Value. Then, combine several of these into composite models to represent each investment strategy, such as Aggressive or Conservative. This makes it easy to adjust your strategies within a group of clients. Just change percentages in your composite model and the allocations will automatically update in each account when you rebalance.
TCAdvisor was built from the ground up for real-time interactions, and rebalancing is no different. Our rebalancing tool is integrated right into the platform so you don’t have to upload data or transfer it to a custodian. This means you can rebalance thousands of accounts in minutes. In fact, the entire process — selecting accounts, executing, reconciling the trades — can be wrapped up in minutes instead of hours.
Trust Company of America offers both model and account rebalancing, and a sophisticated set of filtering options to help you quickly identify which accounts to rebalance. The bottom line: You’ll be able to spend less time on minutia and more time connecting with your clients.
Streamlining trading processes is central to what TCAdvisor delivers, but it also provides a comprehensive suite of features that can help make your daily routine simpler and faster.
This includes account registration, performance reporting, cash management, investment tools, tax reporting, fee management and much more. To learn more about the full set of capabilities that TCAdvisor can bring to your business, please get in touch today.
As an RIA, you have specific expertise that can outshine anyone else’s. Maybe that’s equity investing, or asset building, or fixed income strategies.
In a perfect world, you want to be able to offer your clients everything they need, no matter what your expertise is. That’s why we created the Money Manager X-Change (MMX).
The MMX is rooted in TCAdvisor and helps form relationships between RIAs and money managers with complementary skills, making it easy to leverage the expertise of your colleagues while maintaining complete control over your client base.
To see exactly how it works, visit our MMX page.