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Above: TCA's technology systems over the years

Yesterday, Trust Company of America unveiled the new and improved Liberty, its industry-leading mobile platform for RIAs.

Now all major functions, including model management, consolidated asset management and model processing and rebalancing, at the account level or across the entire book of business, are available on any piece of glass—desktop computers, tablets and mobile devices.

Liz Hayden, Director of Product Development for TCA, demonstrated the revamped Liberty in a recent Genius Session. With its intuitive design and seamless navigation, Liberty allows advisors to execute trades with just a few clicks of the mouse, adjust asset allocations for individual clients and households, review essential account information on one screen and perform countless other functions—all in one integrated platform.

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Learn About a Service Model for Advisor Growth

Growing your practice requires the support of a custodian you trust along with the capabilities of an industry leading trading platform. With the right tools, knowledge, and support, you’re able to evolve your practice in a manner that best suits your...

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Is the US Going Greek? Protecting Investors in Times of High Debt

By Joseph Giulitto

No, the US is not switching from high fashion to togas. We are also probably not going to convert our economy to a fishing/tourism model anytime soon. However, like Greece, the US is assuming debt at a rapid pace. Two years ago, we were actively criticizing...

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How Are Your Mobile Investors Getting Along?

By Dave Curry

This is the second post in a series discussing three technologies that are reshaping the playing field for advisors — mobile devices, social media and web-service based integration.

I still have a framed poster enlarged from the cover of the June, 1985...

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A Golden Age of Technology: Three Tech Trends Advisors Should Embrace

By Dave Curry

First, let me introduce myself. My name is Dave Curry and I am the Senior Systems Architect for open systems development here at Trust Company of America. I’ve been asked to blog about information technology as it applies to our industry. I’m very happy to do this...

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