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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.

SEO (Search Engine Optimization) Basics for Advisors

Knowing a little bit about SEO can help you make the most of your website’s search potential. Search engine optimization (SEO) is a method used to increase the visibility of your website or a web page in a search engine’s “organic” or “un-paid” search results. The better optimized your site, the...

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How Trust’s New Video Studio Presents Opportunity for RIAs

Trust Company of America recently opened its video studio to clients.  Video is a great marketing strategy for advisors, helping them to differentiate themselves and communicate their approach to clients (See: The Top Reasons...

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What Financial Professionals Can Learn From Social Media and Politics

Originally posted by Financial Social Media

By: Amy McIlwain

For the 2012 presidential debates, I’ve found myself...

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The Case for Creating Your Website on an Open Source Platform

By Diana Merkel, Owner, Pinkshag Design

During the development phase of your web site, the final web design is completed and built out to work in multiple browsers and a variety of devices. It is more important than...

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