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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.

How Outsourced Performance Reporting Can Boost Your Business

As an advisor, you have enough on your plate without hassling with performance reports. Performance reporting can be one of those aspects of your business that takes time away from being able to focus on your core competencies. However, a good performance reporting tool can be a boon for your...

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4 Must Know Strategies for Financial Advisor Landing Pages

Originally posted by Financial Social Media.

By: Amy McIlwain

Given the fact that hundreds of people visit your webpage long...

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Gaining an Edge with Private-Labeled Technology


How can an advisor set himself apart from the competition and reinforce his brand with state-of-the-art technology?

Using technology that is private-labeled, or personalized, with your own branding and logo is a great way to reinforce your brand to your clients. At Trust Company of...

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The Top Four Ways Model Portfolio Platforms Create Simplicity and Growth

Advisors looking to grow often find they are confronted with a dilemma: the larger their firm becomes, the more likely the strong investment performance that drives growth will falter without additional staff and resources.

Model portfolio platforms can be a great solution for advisors...

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