RightCapital and Trust Company of America Announce Full Integration

RightCapital and Trust Company of America Announce Full Integration

Trust Company of America (“TCA”), an independent provider of integrated technology, custody and practice management support for registered investment advisors (RIAs), and RightCapital, a next generation financial planning tool for advisors, announced a full integration.

TCA advisors can now offer their clients goals-based and cash flow-based retirement plans, detailed income and estate tax projections, and multiple scenario comparisons that are designed to create a more interactive, informative client experience.

“Trust Company of America is dedicated to providing technology that helps advisors deliver unique services and add to their client offerings,” said Trust Company of America CEO Joshua Pace. “This partnership will provide our advisors with best-in-class innovation that enables them to focus on what they do best: service their clients and stand out among the competition.”

Using RightCapital, TCA’s advisors can perform retirement planning Monte Carlo simulations, Social Security optimizations, and systematic stress tests. Other unique features include:

  • Simulation of tax projections and tax-efficient distribution strategies to help clients better manage tax liability
  • Greater efficiency in gathering data, building plans and following up on action items
  • Seamless account aggregation and collection of holding information from thousands of financial institutions
  • Budgeting, cash flow analysis and debt management

“We are very excited about the opportunity to partner with industry leader Trust Company of America,” said RightCapital CEO Shuang Chen. “RightCapital is committed to helping advisors grow their business, and our robust platform integration now enables TCA’s advisors to deliver differentiated value to their clients.”

For more information about the integration between TCA and RightCapital, register for the webinar on August 1 2017, here: https://register.gotowebinar.com/register/3027908072192559617.


Since 1972, Trust Company of America (TCA) has been dedicated to helping Registered Investment Advisors  realize their full potential. An independent RIA custodian, TCA offers 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.


After 15 years working with financial advisors, RightCapital co-founders Shuang Chen, CFA® and brother Song Chen recognized how complex many of the industry’s leading financial planning software systems have become over time. Founded in 2015, RightCapital was created with the goal of developing next generation financial planning software that advisors can use to simplify the financial planning experience for their clients with three main goals: an elegant, modern look and feel; interactive, easy to use tools that can be shared by advisors and clients; a rigorous and robust calculation engine that generates accurate results quickly. For more information visit, www.RightCapital.com.

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