Spring Series: Advisors’ Top Two Efficiency Drivers

March 22, 2012

Welcome to the first post in the spring series of “EVOLVE the RIA Growth Blog.” Over the next couple of weeks, we will feature posts that share spring themes including – growth, evolution, new beginnings, and fresh perspectives. Subscribe today for new updates. For advisors looking to grow their practice, making improvements in efficiency is often the [...]

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Welcome to “EVOLVE the RIA Growth Blog”

March 20, 2012

Announcing the spring series of “EVOLVE the RIA Growth Blog.” It’s no coincidence that we are kicking off the blog during the first week of spring; a period of new beginnings, growth, and of course, “spring cleaning” – the same themes you will see in the blog. The initial posts will take a closer look [...]

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Two Leading RIAs Now on Cutting Edge with Apps in Apple and Android Stores Using Private-Label Technology of Trust Company of America

January 13, 2012

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. [...]

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Advisor Engagement Study Reveals Importance of High Tech, High Touch Service in Client Satisfaction

December 16, 2011

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 [...]

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Focus Areas

October 5, 2011
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Trust Company of America Announces a Breakthrough soon to be Delivered to the RIA Industry

August 17, 2011

  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 [...]

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Trust Company of America and Black Diamond Form Strategic Partnership

April 19, 2011

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 [...]

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Trust Company of America Sponsors Moss Adams/InvestmentNews 2011 RIA Technology Study

February 4, 2011

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 [...]

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