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While technology may provide a range of benefits for financial advisors, the success of these solutions depends in part on how well these various software applications work with one another in a connected office environment. This depends on their degree of integration. Integration refers to the extent to which individual software applications – from billing to CRM to financial reporting – communicate and share data with each another. Not surprisingly, full and deep integration has become a priority for many financial advisors.

While integration has become a watch word in the financial services and financial technology markets, it’s important to recognize that the term may mean different things to different people. At its most basic level, integration may refer simply to “single sign-on” (SSO) integration. SSO integration allows users to access different applications without constantly reentering login information and passwords. While SSO...

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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4 Brilliant Holiday Ideas for Financial Advisor Clients

Originally posted by Financial Social Media.

By: Amy McIlwain

It’s that time of year again! The holidays are just around...

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3 Easy Steps to Managing Forms

Sometimes it’s the little things that can cause the biggest headaches. The process of updating, maintaining, and tracking forms can be a major pain without an effective process in place. If your form process is currently ad-hoc, or worse, non-existent, consider putting a process in place to...

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