Trust Company of America, an independent technology and custody provider for RIAs, has reached an agreement with Investment Advisors Corp (IAC), to give access to custody services and its single application technology platform to IAC advisors.
Under the terms of the agreement, IAC advisors will also have full access to Liberty, a fully-mobile technology (web or app), which delivers anywhere/anytime access to account information and reports, transforming the way investors and advisors conduct business.
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"This partnership elevates our game and enhances what we can do for our advisor clients and their investors," said Michael Sherzan, President and CEO of Investment Advisors Corp. and chairman of the firm’s parent company, BDFSC Holdings Corp.
"More and more, we are seeing strong growth among our independent advisors, and our work with TCA will enable us to put a greater focus on the RIA market."
IAC, as a privately-owned registered investment advisor (RIA), offers advisors comprehensive support and tools they need to help their clients achieve financial goals.
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