Trust Company of America, an independent technology and custody provider for RIAs, is partnering with RIA in a Box to provide compliance and registration services, Trust Company of America announced Tuesday.
RIA in a Box provides compliance and registration support for advisors starting in the business or breaking away from wirehouses. Trust Company of America provides technology and back office support for RIAs and offers consulting for advisors making career moves. The two companies will market their services together.
The partnership will add to the services provided by Trust Company of America through its Advisor Pathways program. Trust Company of America provides a variety of resources to support advisors in career transitions, including back office support, RIA-branded statements, custody, technology platforms and a simplified conversion process.