Trust Company of America Integrates with MoneyGuidePro, the Industry's Leading Financial Planning Software
Will provide advisors with better data and greater efficiencies
Mar 22, 2017, 09:00 ET
DENVER, March 22, 2017 /PRNewswire/ -- Trust Company of America (TCA), the largest independent provider of integrated technology, custody and practice management support for Registered Investment Advisors (RIAs), announced it has integrated with MoneyGuidePro, enabling TCA advisors and their staff to link profile and client account information — such as balances and positions — to MoneyGuidePro, the industry's leading financial planning software.
"TCA's integration with MoneyGuidePro emphasizes our commitment to advisors by ensuring they have the best tools available to grow their businesses," said Trust Company of America's President and CEO Joshua Pace. "Our goal is to help advisors deliver superior client service by empowering them with a best-in-class financial planning resource. With this integration, advisors will have better data for planning and will save time managing accounts."
The TCA and MoneyGuidePro integration allows advisors to:
- Pull client data seamlessly into the illustrative planning software
- Save time on data entry and prevent user errors
- Update TCA accounts automatically when accessing MoneyGuidePro plans
- Expedite the planning process and strengthen the advisor's plan quality
"The integration with Trust Company of America further supports MoneyGuidePro's commitment to helping advisors become more efficient and proactive in their planning approach," said Kevin Knull, President of PIEtechSM, the creator of MoneyGuidePro. "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."
For more information about the integration between TCA and MoneyGuidePro, please contact TCA at 1-800-955-7808 or email [email protected].
About Trust Company of America
Since 1972, Trust Company of America (TCA) has been a champion of Registered Investment Advisors, dedicated to helping them realize their full potential. TCA is the only independent RIA custodian offering fully integrated real-time technology, consultative services and back office support built exclusively for RIAs. TCA partners with advisors to provide them the technology and support they need to manage their practices and clients' financial futures. Learn more at www.trustamerica.com.
About PIEtech℠, Inc.
PIEtech, Inc.'s vision is that everyone needs and deserves a quality financial plan. PIEtech℠ is the creator of MoneyGuidePro®, the industry's leading financial planning software, myMoneyGuide®, an online guided planning solution that allows firms to broadly offer financial planning, and Best Interest Scout℠, a standalone, scalable discovery solution to help firms of all types obtain necessary client information. For more information on PIEtech℠'s powerful financial planning solutions, please visit http://www.moneyguidepro.com.
SOURCE Trust Company of America