Trust Company of America (TCA), an independent provider of integrated technology, custody and practice management support for registered investment advisors (RIAs) and Fi360, a fiduciary education, training and technology company announced a solution that reduces liability and risk for TCA’s advisors while fostering stronger client relationships. Fi360’s Fiduciary Focus Toolkit™ is now integrated with TCA’s Liberty platform, enabling advisors to streamline their business processes by providing them access to critical client data within the Fi360 software, such as account information, balances, and positions.
Importantly, the Fiduciary Focus Toolkit promotes greater compliance with new fiduciary requirements as its tools lead advisors through investment policy statement creation, watch-list management and FINRA-reviewed reports.
“Our integration with TCA enables their 7,000+ advisors to focus on helping their clients achieve their goals and avert the time-consuming manual processes,” said Fi360 CEO Bill Mueller, AIF®. “We are very excited to be partnering with an industry leader like Trust Company of America to help their advisors build trust and add value.”
Fi360’s web-based software combines a step-by-step investment process that ensures investment strategies are properly developed, implemented, and monitored, in order to drive superior client outcomes and better business results. Fi360’s interface allows advisors to analyze, manage and report client investments efficiently, and deliver reliable information. Whether selecting new investments, monitoring an existing investments lineup, or building client-friendly reports, the Fi360 Toolkit is designed to help TCA’s advisors optimize and solidify their investment-management process.
“At TCA, our mission is to provide advisors with best-in-class technology they need to better serve their clients and grow their business,” said Trust Company of America CEO Joshua Pace. “Our partnership with Fi360 enables us to do just that while also providing our advisors with an enhanced competitive edge.”
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 a custodian offering fully integrated real-time technology, consultative services and back office support built exclusively for RIAs. Learn more at www.trustamerica.com.
Fi360, a fiduciary education, training and technology company, helps financial intermediaries use prudent fiduciary practices to profitably gather, grow and protect investors’ assets. Since 1999, the firm has provided financial professionals with the tools necessary to act as a fiduciary in their work with investors. Headquartered in Pittsburgh, PA, Fi360 is the home of the Accredited Investment Fiduciary® (AIF®) designation, the Fiduciary Focus Toolkit™ and the Fi360 Fiduciary Score®. Fi360 is also the parent company of CEFEX. Learn more at www.Fi360.com.