Trust Company of America (TCA) has integrated MoneyGuidePro, a
financial-planning software that would allow Registered Investment Advisers
(RIA) to link a range of profile and client information including balances and
Advisers will also be able to update TCA accounts
automatically, ease data entry and simplify the planning process.
“TCA’s integration with MoneyGuidePro emphasizes our
commitment to advisers by ensuring they have the best tools available to grow
their businesses,” says Trust Company of America’s President and CEO Joshua Pace.
“Our goal is to help advisers deliver superior client service by empowering
them with a best-in-class financial planning resource. With this integration,
advisers will have better data for planning and will save time managing
Kevin Knull, president of PIEtech and creator of
MoneyGuidePro, adds, “The integration with Trust Company of America further
supports MoneyGuidePro’s commitment to helping advisers become more efficient
and proactive in their planning approach. State-of-the-art financial planning
software is imperative for RIAs, and will empower TCA advisors to provide a
unique and personalized planning experience for each client.”
in 1972, Trust Company of America
(TCA) is an independent RIA custodian offering integrated technology and
consulting services exclusively for RIAs.