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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.

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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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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