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For RIAs who are growing their practice by selling through Investment Advisory Representatives, technology plays a critical role in managing the relationship between advisor, rep and client. But technological gaps have prevented the RIA/IAR model from reaching its full potential.

From rep recruitment and coaching, to in-the-field CRM and proposal-generating capabilities, technology has not quite kept pace with the possibilities for RIAs who outsource their sales functions and use a Turnkey Asset Management Program (TAMP).

Although some RIAs have managed to cobble together different solutions to fill the gap, Trust Company of America’s newest technology suite will provide a seamless tech fix, integrating a wealth of tools and information into the robust Liberty...

Spring Series: The Five Steps to Streamlining Your Business

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.

According to a recent RIA efficiency...

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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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