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Denver, CO —(April 7, 2016)— Trust Company of America (TCA), the largest independent provider of integrated technology, custody and practice management support for Registered Investment Advisors (RIAs), today announced its integration with Riskalyze, a top provider of risk assessment technology and inventor of the Risk Number®.

The integration of Riskalyze with TCA’s powerful technology platform provides greater efficiencies for advisors including:

  • More efficient risk analysis and management of client accounts. As advisors make adjustments or updates to client accounts on the TCA platform, these changes can be automatically fed into the advisor’s Riskalyze data, which processes the investments and allocations within seconds. And from the Riskalyze user interface, advisors can search for their TCA clients and seamlessly add their holdings to a Riskalyze client profile.
     
  • More efficient risk...

5 Ways to Make Your Social Media Accounts “Hacker-Proof”

Lately, I’ve come across a few articles in the news about social media identity fraud. Take for instance the story about a prominent short-seller who discovered (unbeknownst to him) that he appeared to have...

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Advisor Technology that Gives a Holistic View of Your Book of Assets

A notable feature of TCAdvisor, is the versatility of the platform. Advisors can access the Consolidated Asset Management (CAM) screen, which is the best way to get a bird’s eye view of their entire book of assets....

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Are Your Social Media Posts Boring?

Originally posted by Financial Social Media.

By: Amy Smith

As the marketing manager at Financial Social Media, I constantly face the challenge of...

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Driving Efficiency with Liberty’s Easy Online Distribution Requests

Easy online distribution requests is the latest update in a series of rollouts planned for Liberty this year. With online distributions in Liberty:

  • Advisors can select the level...
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