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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 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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Spring Series: How to Structure Your Day to Achieve Your Goals

Welcome to the spring series of “EVOLVE the RIA Growth Blog.” Over the next couple of weeks, we will feature posts that share spring themes including – growth, evolution, new beginnings, and fresh perspectives. Subscribe today for new updates.

In the previous post, we said...

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Spring Series: Your Strategic Efficiency Checklist

Welcome to the spring series of “EVOLVE the RIA Growth Blog.” Over the next couple of weeks, we will feature posts that share spring themes including – growth, evolution, new beginnings, and fresh perspectives. Subscribe today for new updates.

What does it mean to be strategically...

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