Technology
US-Based TCA Integrates Financial Planning Tool

This publication covers latest product and service offering news in North America's wealth management sector.
Trust Company of America, a technology, custody and practice management firm working with RIAs, has brought the financial planning tool of RightCapital into its services suite.
Founded in 2015, RightCapital is described by TCA as “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”.
The integration of RightCapital’s offering means TCA advisors can offer their clients goals-based and cash flow-based retirement plans, detailed income and estate tax projections, and comparisons of the different situations clients can find themselves in.