Leading RIA Technology

We offer a robust technology platform that includes the most sophisticated modeling, trading, rebalancing and reporting capabilities in the market. And it’s built specifically for RIAs.

Shirley Sullen - IT Governance Manager
Shirley Sullen, IT Governance Manager
Simplicity
Personalization
Mobility
Simplicity

With our model-based trading and rebalancing platform, TCAdvisor, you can work smarter, not harder. Build and rebalance portfolios, make trades, manage multiple models in a single account and create performance reports — all in one simple interface. 

By combining all these capabilities in one place, we help you spend more time connecting with clients and developing your business. And for growing firms, this means fewer new hires to keep operations running smoothly.

Visit our TCAdvisor trading platform page to learn more.

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Personalization

Our technology acts as invisible support behind your business, because we’re here to build your name, not ours. We let you customize applications to show your clients only your name and branding and work with you if you need custom features. We even provide guidance in the development of branding assets such as logos and icons.

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Mobility

Our newest technology offering, Liberty, is available on just about any screen you use. You and your representatives can access investor account information and reports on your mobile device, helping you stay aware and available no matter where you are. You’ll spend less time stuck at your desk and more time face-to-face with new clients.

Trust Company of America also gives you the ability to customize a Liberty mobile app with your brand’s look and feel and make it available for download in app stores. This gives your reps and clients convenient access to their portfolios from their mobile devices and can help strengthen your relationship with them. 

Visit our Liberty mobile platform page to learn more.

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