For more stories like this, sign up for the PLANADVISERdash daily newsletter.
Products March 22, 2017
Trust Company of America Adopts MoneyGuidePro
The software would allow RIAs to pull client data into illustrative planning technology.
Reported by Javier Simon
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 positions.
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 accounts.”
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.”
Founded in 1972, Trust Company of America (TCA) is an independent RIA custodian offering integrated technology and consulting services exclusively for RIAs.