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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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Spring Series: Advisors’ Top Two Efficiency Drivers

Welcome to the first post in 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.

For advisors...

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Welcome to “EVOLVE the RIA Growth Blog”

Announcing the spring series of “EVOLVE the RIA Growth Blog.” It’s no coincidence that we are kicking off the blog during the first week of spring; a period of new beginnings, growth, and of course, “spring cleaning” – the same themes you will see in the blog. The initial posts will take a...

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Two Leading RIAs Now on Cutting Edge with Apps in Apple and Android Stores Using Private-Label Technology of Trust Company of America

Denver, CO (January 12, 2012) ‐ In a major breakthrough, Interactive Financial Advisors/IFA (Oak Brook, IL) and Portformulas (Ada, MI) – have become one of the industry’s first RIAs with their own apps in the Apple and Android stores, using private‐label versions of Trust Company of America’s...

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Advisor Engagement Study Reveals Importance of High Tech, High Touch Service in Client Satisfaction

Denver, CO (December 14, 2011)  An Advisor Engagement Study conducted by a third party on behalf of Trust Company of America reveals the importance of high-tech, high-touch service to advisors. The study shows that while cutting-edge technology is vital for operational efficiencies, the...

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