This publication carries latest developments about technology in and around wealth management.

Trust Company of America, which provides technology, custody and practice management support to Registered Investment Advisors, yesterday announced it has integrated with MoneyGuidePro, a form of financial planning software.

The integration means TCA advisors and their staff can link profile and client account information - such as balances and positions - to MoneyGuidePro. Advisors can pull client data into the illustrative planning software; save time and update TCA accounts automatically when accessing MoneyGuidePro plans.

Trust Company of America was set up in 1972. Separately, MoneyGuidePro was created by the US firm PIEtech.

This new service recently spoke to TCA as part of an article about tax harvesting and issues around the current financial year-end. To view that item, click here.