2014

United Planners Adds Trust Company Of America's Custodial Platform To Its Suite Of Services For Advisors

DENVER, May 22, 2013 /PRNewswire/ -- Trust Company of America, an independent technology and custody provider for RIAs, announced today that it has entered a strategic relationship with United Planners Financial Services(UP), a national RIA and independent broker-dealer partnership with more than 350 advisors nationwide.

In addition to custody services, the alliance will give United Planners' advisors access to TCAdvisor, Trust Company of America's single application technology platform which streamlines the trading and rebalancing process to minimize workflows and maximize productivity. It will also enable UP advisors to use Liberty, a fully-mobile technology (web or app) that provides anywhere/anytime access to account information and reports, transforming the way investors and advisors conduct business.

"We are excited about this alliance with United Planners," says Josh Pace, Senior Vice President of Business at Trust Company of America. "Our technology platform and hands-on consultative services for advisors, combined with United Planners' comprehensive suite of products and services, can help RIAs achieve exponential growth in their businesses."

"Delivering quality solutions to our advisors has always been our mission," says David Shindel, AIF®, President of United Planners.  "We recognize the value that Trust Company of America adds to our open-architecture suite of business solutions.  Their culture and values are consistent with ours and we share the same overarching commitment to our advisors and their clients."

TCAdvisor, one of the most advanced model-based trading platforms available in the market, is built for growth-oriented advisors who utilize model-based trading and who recognize the value of technology to increase operational efficiency and enhance customer experience.

Liberty is Trust's newest technology offering, utilizing tablet and smartphone technology to allow advisors and clients to view investor account information and reports, anytime and anywhere.  Advisors using Liberty's transformative technology can work with Trust Company of America to private-label the mobile technology and develop a custom Liberty App for clients.

About Trust Company of America

Trust Company of America is the only independent RIA custodian offering fully integrated, real-time technology and back office services built exclusively for RIAs. Headquartered in Centennial, Colorado, Trust has been helping RIAs optimize their portfolios by improving the scale, efficiency and sophistication of their trading for nearly 20 years.

Through the first quarter of 2013, the firm signed eight new clients and reached a record $12 billion in assets under custody. For more information, please visit www.trustamerica.com.

About United Planners

United Planners Financial Services (member FINRA, SIPC) is an SEC Registered Investment Advisory firm and full-service independent broker-dealer partnership serving hybrid advisors who want to be a part of "something more," since 1987. United Planners is uniquely structured as a Limited Partnership, providing voting rights and ownership opportunities to a select group of financial advisors.

Redefining independence in the financial services industry for over 25 years, United Planners has strategic relationships with a wide array of open-architecture service providers. With a full range of business solutions including a strong back-office team and LinkUP middleware that bridges to and integrates a wide range of industry leading technology, United Planners provides the tools, resources and solutions independent advisors need to efficiently manage and build profitable, client-centered businesses while adhering to high fiduciary standards.

To speak with the Partner Development team, call (800) 966-8737. For additional information, visit www.UnitedPlanners.com.

United Planners and Trust Company of America are not affiliated. 

Media Contacts

For Trust Company of America
Morrison Shafroth, Walek & Associates
mshafroth@walek.com 720-470-3653

For United Planners Financial Services
Leslie Swid, Impact Communications
leslieswid@impactcommunications.org 913-649-5009

 

SOURCE Trust Company of America



RELATED LINKS
http://www.trustamerica.com/

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