United Planners Adds Trust Company Of America's Custodial Platform

Wednesday, May 22, 2013 10:54
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United Planners Adds Trust Company Of America's Custodial Platform

United Planners Financial Services, an RIA and independent broker-dealer for more than 350 advisors, now allows affiliated RIAs to custody assets at Trust Company of America, an independent technology and custody provider for RIAs.

In addition to custody services, United Planners' advisors get access to Trust Company of America's trading and rebalancing platform. It also enable UP advisors to use Liberty, a mobile platform that provides anywhere/anytime access to account information and reports to investors and advisors.

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TCAdvisor is a model-based trading platform that aims to increase operational efficiency and enhance customer experience. Liberty is TCA's tablet and smartphone technology that allows advisors and clients to view investor account information and reports, anytime and anywhere.  It allows advisors working with TCA to private-label  a custom app for clients.

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