Denver-based Trust Company of America has signed on 28 new registered investment advisor clients so far this year that have more than $750 million in assets under custody, the company has announced.
The nine-month total includes a new partnership with Investment Advisors Corp. TCA also says it has expanded Liberty, its mobile technology platform, which has attracted advisors. The Liberty platform is available from desktop computers, tablets and mobile phones that use Apple, Android and Windows operating systems. The platform allows advisors to access client accounts and also offers model management, consolidated asset management, model processing and rebalancing.
“Their robust technology offering will greatly enhance our firm’s ability to act decisively and efficiently on our investment convictions,” said Dennis J. Rogers, CPA, CFP, and Frank M. Kirby, CFP, of Phoenix-based Rogers & Kirby Inc.
Later this year, TCA says, it will add enhancements aimed at improving RIA business development results ito help RIAs grow faster.