Trust Company of America ("TCA") announced a full integration with RightCapital, a next generation financial planning tool for advisors and their clients that provides advisors with the ability to create custom, comprehensive financial plans in just 10 minutes.
As a result of this 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, please contact TCA at 1-800-955-7808, email learnmore@trustamerica.com or register for the webinar on August 1 here: https://register.gotowebinar.com/register/3027908072192559617.
