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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.

The Trade-Offs of Adapting Your Website for Mobile Users

By Dave Curry

I’m probably dating myself when I say that I remember the debut of the “Shimmer” parody commercial on Saturday Night Live and that I was old enough at the time to think it was funny. In the...

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The World Needs Another Greek Hero

By Joseph Giulitto

Hesiod wrote a few years ago- A spirit of competition, of “good conflict” that tends to reduce the problems of scarcity. (Hesiod was in favor of the rule of law and the dispensation of justice to provide stability and order within society. He spoke out...

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Risk for Breakaway Brokers Equals Opportunity for RIA Firms

By Joseph Giulitto

There are challenges aplenty in the world of the breakaway broker. From the obvious considerations of the market over the last decade, to the constant bombardment of the 24 hours news cycle keeping your clients “informed” of all the potential and peril that...

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Top Linkedin Features Advisors Should Be Using

Most advisors have heard that they need to be on social media, they need be up on current social trends to attract younger clientele, they need to adopt the “new” style of social marketing, and so on. This is nothing new. And while it is true that social media is finally catching fire in the...

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