Trust Company of America Paper Highlights Tech Tools and Strategies to Drive RIA Success

Trust Company of America's latest Trend Advisor paper, “20 New Technologies Every RIA Needs to Try,”  narrows the tech options for advisors, providing several new technologies that can help advisors work smarter in six different areas: client communications, documents & presentations, file sharing & remote access, customer relationship management, office management and portfolio & trading tools. 

 

http://www.trustamerica.com/sites/default/files/assets/files/7599f582c13b46a59abcd1cd2f3b7542/Trust%20Company%20of%20America%20Paper%20Highlights%20Tech%20Tools%20and%20Strategies%20to.pdf

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