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In July, Trust Company of America announced improvements to our technology platform, Liberty, which seamlessly connects desktop and mobile systems.

Earlier this month, we added even more functionality. Now advisors and reps can register accounts, execute block trades and process accounts across models.

Over the next few months, we will be making further upgrades to ensure our industry-leading mobile platform remains the best in the business. Our goal is to enable RIAs to make their business as mobile as they are. No longer do RIAs need to download applications to their desktop, which can only be accessed in one location. Instead, they can securely connect to essential information anytime, anywhere through any web browser. Liberty is the only custodian-provided tech platform that is available on all computing devices and operating systems.

Stayed tuned for new features in the weeks and months ahead.

Conversion Made Easy: Switching to a New Custodian

Casey Hunt dreamed of having a one-stop shop for back-office solutions, data reconciliation, reporting and Customer Relationship Management (CRM). For years, he had multiple in-house employees manage those functions. He later outsourced to another company, but...

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With TCA, You Have Choices for Executing ETF Trades

Trust Company of America believes in giving its clients the freedom to choose and build their business the way they want to. That’s why TCA currently offers clients five different options for executing ETF trades and plans to add four more execution sources in the near future. Neil Buckley...

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What’s the value of managed money in 401(k)s?

41% of advisors who attended the Genius Session said advisor knoweldge is the biggest hurdle for managed strategies in 401(k) plans.

For much of its 30-year history, the 401(k) industry has been slow to respond to the needs of plan participants....

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Trust Company of America First Quarter Recap

The “Big Mo” kept rolling Trust Company of America’s way in the first quarter of 2014, as the firm closed the first quarter of 2014 with solid growth in new advisor arrangements, ...

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