5 WAYS TO BOOST YOUR PRODUCTIVITY AS AN RIA NEED MORE PROOF? We compared two major efficiency indicators between TCA advisors and the average advisor: the ratio of employees to AUM, and the ratio of employees to accounts. What we found is that the average advisor requires many more employees to manage the same AUM and number of accounts as a TCA advisor. Why? We believe it’s a matter of technology. For an RIA with approximately $50M in AUM: Average Advisor3 TCA Advisor Ratio of employees to AUM 1 : $20M 1 : $43M Ratio of employees to accounts 2 : 300 1 : 650 Just look at our technology ecosystem to see why. All these capabilities exist on our technology platform, Liberty — a single platform that’s available on any device, anytime, anywhere: • Account & Portfolio Management • Reporting • Document Vault • Trading & Rebalancing • Cash Demands • Investor Portal • Custody • CRM • Rep Prospecting & Analytics • Proposal Generation • Performance Reporting • Billing • eSignature Don’t hesitate to contact us with any questions about our platform and how you can take advantage of its capabilities to become more efficient and profitable. 1-800-955-0245 www.TrustAmerica.com/BoostProductivity SOURCES 1 InvestmentNews, 2015 Adviser Technology Study: Driving Efficiency, Profitability & Growth 2 CapGemini, US Wealth Report 2014 3 Laserfiche summary of InvestmentNews research, Technology Strategies of Top-Tier RIAs, 2013 About Trust Company of America Trust Company of America (TCA) is the only independent RIA custodian offering fully integrated real-time technology, consultative services and back office support exclusively to RIAs.

Since 1972, TCA has been a dedicated champion of RIAs, committed to personally helping them optimize their portfolios, streamline their business processes and achieve their full potential — all without competing for their clients. Visit trustamerica.com to learn more. © Trust Company of America (TCA). All Rights Reserved.

Member FDIC Insured – No Bank Guarantee – May Lose Value. Advisor Insights 5 .