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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.

5 Traits of the Most Successful Advisors

Originally posted by Maggie Crowley on Advisor Websites

Professionals in the financial industry often have alot in common: more often than not, we’re morning...

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Top 5 Blogs for the First 5 Months of 2013

The first five months of 2013 are just about over, making it a good time to recap the top five blog posts thus far. If you’ve missed them, here’s your chance to catch up on the posts our readers were most interested in these past five months:

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How Sales Analytics Provides Insight into the Health of Your RIA

Contributed by Tim Norton, Client Enhancements at Trust Company of America

How much do you really know about the health of your RIA?

A comprehensive sales analysis is one of the best ways to gain insight into the health of an RIA. Sales Analytics, Trust Company of America’s...

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How to Create a Perfect Advisor Blog Post

Originally posted by Maggie Crowley on Advisor Websites.

I have spent a good deal of time trying to convince advisors of the...

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