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Above: TCA's technology systems over the years

Yesterday, Trust Company of America unveiled the new and improved Liberty, its industry-leading mobile platform for RIAs.

Now all major functions, including model management, consolidated asset management and model processing and rebalancing, at the account level or across the entire book of business, are available on any piece of glass—desktop computers, tablets and mobile devices.

Liz Hayden, Director of Product Development for TCA, demonstrated the revamped Liberty in a recent Genius Session. With its intuitive design and seamless navigation, Liberty allows advisors to execute trades with just a few clicks of the mouse, adjust asset allocations for individual clients and households, review essential account information on one screen and perform countless other functions—all in one integrated platform.

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What Trust’s ISO Certification Means for Advisors’ Data Security

You probably don’t spend much time thinking about data security, but it’s vitally important to both you and your investors’ peace of mind. Trust Company of America recently achieved the International Standardized Organization (ISO) 27001-Information Security Management Systems (ISMS). ISO is...

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How Liberty’s New Trading Features Make Your Practice More Efficient

Is technology slowing down your business? At the end of February, Trust is launching several new features on the Liberty platform that are designed to make portfolio management simpler than...

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3 Ways Blogs Help Advisors Generate New Leads

Looking to grow your business? Quickly find out where your growth opportunities are with the RIA Compass business assessment

Blogs are an excellent tool for generating new leads when they’re executed well. If...

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5 Mistakes You Don’t Know You Are Making on Social Media

Originally published by Financial Social Media

By: Amy McIlwain

Have you ever made a mistake that [at the time] you weren’t aware...

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