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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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Tips for Making a Successful Career Transition in the New Year

Making a career change can be daunting for any advisor. To better help you make a transition, Trust Company of America is launching Advisor Pathways, a program designed to provide the tools and consulting needed to make a successful career change. Advisor Pathways is specifically geared to serve...

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13 Powerful Social Media Stats and Trends to Know for 2013

Originally posted by Financial Social Media

By: Amy McIlwain

For the past several years, social media has been a conversation that was spoken of being as a “new” phenomenon. At first, people adapted to the new...

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Happy Holidays

Happy Holidays from your Trust Company of America marketing team!

Wishing you a successful year in 2013

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Five Often Missed Elements on Financial Advisor Websites

While the majority of advisors have a website,  there are some common elements that many tend to overlook. Although these elements may not seem very impactful, they contribute to making your site look tailored, comprehensive, and easy to use. As you read, start a mental checklist to...

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