TCA by E*TRADE, a provider of integrated technology, custody, and practice management support for Registered Investment Advisors (RIAs), recently announced the launch of its account aggregation tool, CompleteView. The tool gathers data from across a client’s financial accounts, including custodial accounts, helping advisors enhance their practice by providing a comprehensive view of client assets.
CompleteView is accessible through the Liberty platform, TCA by E*TRADE’s advanced digital custody platform, which offers advisors and their clients access to on-demand financial information through a single online interface. Available for no additional cost to advisors, CompleteView delivers deep insights into a client’s financial picture, helping advisors give guidance tailored to their clients’ needs. These clients can also easily monitor their own account to help them make informed financial decisions.
“By combining account aggregation capabilities and portfolio modeling or financial planning tools, advisors are not only offering a value-added service—they also can have more meaningful conversations with their clients,” said TCA by E*TRADE president Joshua Pace. “CompleteView helps advisors analyze spending and investment patterns over time, providing important insights into their clients’ saving and investing trends. This can help advisors spot opportunities to provide additional solutions to help support their clients’ financial needs.”
The key features offered by CompleteView include:
The fully integrated account aggregation tool helps streamline back-office operations by removing the need to gather and track outside account information. In turn, this gives advisors more time to spend with their clients and foster deeper relationships.
“We’re always on the lookout for resources that can eliminate manual work and help us focus on our primary business priorities. Even today, we gather data with pencil and paper by asking our clients for information when we meet,” said Reservoir Financial president Liz Charron. “CompleteView will allow us to look at a client’s entire financial picture in a more automated and streamlined way—helping us to focus on building client relationships and serving client interests.”
ABOUT TCA BY E*TRADE
TCA by E*TRADE is dedicated to helping Registered Investment Advisors realize their full potential. TCA by E*TRADE is an RIA custodian offering integrated real-time technology, consultative services, and back office support custom-built for RIAs. TCA by E*TRADE works with advisors to provide them the technology and support they need to manage their practices and their clients’ financial futures. RIA custody solutions are offered by E*TRADE Savings Bank, which is a national federal savings bank (Member FDIC). Learn more at www.trustamerica.com.