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Earlier this week, Trust Company of America unveiled a new suite of features in Liberty, our industry-leading technology platform for RIAs.

The improvements add sales performance analytics, paperless client recruitment and e-signature onboarding functions plus in-app access to Meridian-IQ’s registered representative database, among other features, to Liberty—which advisors can access on any desktop, tablet or mobile device.  

The upgrades are just the latest in a series of enhancements aimed at making Liberty the RIA’s one-stop platform for managing their business. Here are the highlights of the new features, which will be available to TCA clients early next month:

  • Analytics and gamification: The new sales performance analytics allow advisors to break...

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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Spring Series: The benefits of putting your firm on auto-pilot

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.

Do you feel like you reinvent the...

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