Menu

TechValidate Research on Trust Company of America

These pages present data that TechValidate has sourced via direct research with verified customers and users of Trust Company of America. TechValidate stands behind the authenticity of all published data. Learn more »



318 Customers Surveyed

3,020 Data Points Collected

49 Published TechFacts

41 Published Charts

3 Published Case Studies



Selected Research Highlights


Trust Company of America Case Study

Earth Equity Advisors

Introduction

This case study of Earth Equity Advisors is based on a May 2017 survey of Trust Company of America customers by TechValidate, a 3rd-party research service.

“Model management on the TCA platform is much easier to visualize and adjust.”

“We value the personal touch from TCA – they truly care about our business!”

— Peter Krull, CEO, Earth Equity Advisors

Challenges

  • In evaluating Trust Company of America’s custodial platform, Earth Equity Advisors was looking for:
    • Easier model management
    • Better account management (reporting, fees, etc.)
    • A better service model
    • A partner who was not a competitor
  • Since switching to TCA’s platform, Earth Equity Advisors reports benefiting from:
    • Multiple strategies / models in a single account
    • More efficient account management
    • Better service and support

Use Case

  • Earth Equity Advisors reports that the most valuable features of the TCA platform include:
    • Multiple models / strategies in a single account
    • A dedicated relationship manager
  • Earth Equity Advisors agrees that the TCA platform has helped it provide a better client experience.

Results

  • Earth Equity Advisors evaluated the following vendor before selecting TCA:
    • TD Ameritrade
  • Earth Equity Advisors achieved the following results with Trust Company of America:
  • Increased operational efficiency by 10%-20% since switching to TCA.
  • Saves up to 8 hours per month by using the TCA platform.

Trust Company of America Customer Testimonial

TCA has made my company more efficient in the trading, model management, and client servicing areas. A dedicated service representative is very helpful to our efficiency.

Byron Green, President, Green Investment Management, Inc.

Trust Company of America Customer Research

What technology solutions do you currently use to scale your business and enhance profitability?

CRM
71%
Portfolio management
63%
Financial Planning
57%
Account aggregation
50%
Investment research
49%
Risk profiling and analysis
43%
Proposal generation
25%
Third-party money management
22%
Digital trading/advice (robo)
7%
Other
3%

Trust Company of America Case Study

Jackson Private Wealth Management

Introduction

This case study of Jackson Private Wealth Management is based on a May 2017 survey of Trust Company of America customers by TechValidate, a 3rd-party research service.

“The TCA platform enables us to make one omnibus trade at the model level that adjusts all our clients’ accounts at once.”

“The TCA support staff provides us with a single point of contact who knows our business inside and out.”
— Scott Jackson, Jackson Private Wealth Management

Challenges

  • Jackson Private Wealth Management reports evaluating and ultimately selecting the TCA platform as a result of these benefits:
    • Multiple strategies / models in a single account
    • More efficient trade execution
    • More efficient account management
    • Greater scalability in its business
    • Better service and support

Use Case

  • Jackson Private Wealth Management reports that the most valuable features of the TCA platform include:
    • A non-competitive partnership (no retail business)
    • A dedicated relationship manager
  • Jackson Private Wealth Management strongly agrees that the TCA platform has helped them provide a better client experience.

Results

Jackson Private Wealth Management achieved the following results with Trust Company of America:

  • Evaluated the following custodian before selecting TCA:
    • TradePMR
  • Jackson Private Wealth Management increased operational efficiency by more than 50% since switching to TCA.
  • Jackson Private Wealth Management reports saving more than 30 hours per month by using the TCA platform.

Trust Company of America Customer Research

Do Advisors Have a Cybersecurity Plan in Place to Protect Clients and Protect Their Businesses?

Do you currently have a cybersecurity plan in place to protect clients and protect your business?

Yes: 91%
No: 9%

Trust Company of America Customer Testimonial

We have a commitment to continue to work with small accounts and TCA’s platform makes it easy and profitable.

Ann Terranova, Chief Executive Officer, Union Financial Partners - San Francisco



More to Explore



About Trust Company of America

Trust Company of America is the largest independent RIA custodian in the nation providing trading technology and back office services to registered investment advisors. The technology platform provides unique benefits to RIAs including state-of-the-art, high-efficiency trading, specialized back office support for advisors who sell through representatives, a flexible, complete fee management program, and customized personal service.

Trust Company of America Website   Trust Company of America Website