
TCA
Curated by SignalPortfolio management solution
Overview
TCA provides portfolio management solution to RIA. The platform helps in trading, rebalancing, reconciliation, account and portfolio management, performance reporting, and billing. Also offers customized portfolio strategies for retirement plans, CRM, and provides practice management reports.
Key facts
- Founded
- 1972
- Headquarters
- Denver, United States
- Stage
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- Industry
- Financial Technology
- Sector
- Wealth Technology
Business model
- GTM channel
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Contact
- Primary office
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- Phone
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