Trust Company Advisor Solutions

Beyond the basic custody duties, Trust Company of America has developed a series of solutions that relieve investment advisors from administrative burdens and free up time for business development.

Strategy Driven Portfolio Management

Through the TCAdvisor II trading platform, advisors may manage the assets of entire client groups from a macro level by using integrated strategies. The system allows advisors to review and process investment decisions at the strategy level and automatically allocates all proceeds, new shares, and assets from the resulting trades across all relevant accounts. Our integrated strategies approach allows multiple strategies to be applied to a single account in proportions advisors determine to match their client’s objectives. This revolutionary approach saves hours formerly committed to trading.

A Match for Active Money Managers

Active or dynamic money managers have unique needs – if their custodian’s technology can’t keep up with the day’s trades, the effectiveness of their strategies suffers. Offering a macro-level perspective on a book of business, TCAdvisor II allows advisors to adjust their strategies as often as they wish and execute the resulting changes across one, some, or all accounts in a matter of minutes. In the end, advisors enjoy the ability to trade on their terms and to capitalize on immediate market developments.

The Asset Allocator Advantage

Maintaining more stable asset allocations, asset allocators typically don’t trade actively, instead preferring to rebalance the portfolio on a monthly, quarterly, or annual basis. Through TCAdvisor II, such advisors may further shift their emphasis away from portfolio management as the rebalancing process can be triggered at any time and requires just a few minutes each period. The extra time may be used for gathering more assets to plug into the model-driven strategy, especially since the trading time required for 1,000 accounts is essentially the same as it is for 10 accounts.

Effective Sales Force Management

For advisors who rely on an active sales effort to build business, Trust Company offers a number of tools that make the job easier for sub-advisors, representatives, or solicitors. These include TCAccess II, a web-based account support application that provides investors and their representatives with a real-time account snapshot. The ensuing discussions focus less on small details such as account status and recent transactions and more on new and promising opportunities, which lead to more productive sales-generation calls.

Turnkey Investment Products

Once an advisor has built a portfolio strategy for use in TCAdvisor II, the effort required to add new accounts is modest. Following the account setup, activation, and initial deposit of client assets, account holders are ready to benefit from the advisor’s investment strategy. Meanwhile, the advisor is free to seek out more clients and assets.

Weekly Contribution Friendly

With TCAdvisor II, the process of allocating and investing regular contributions is fast, simple, and efficient. Regardless of the frequency or size of the contributions, each may be invested in a matter of minutes, based on target allocations within each client’s account. Furthermore, hundreds of separate contributions may be invested with just a few mouse clicks as the need to monitor incoming funds, calculate allocations, and create account-level trades is eliminated. Transaction costs are also minimized as all like trades are consolidated into omnibus transactions.

White Papers and Case Studies

Please see Whitepapers and Case Studies in the About Us section.