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While technology may provide a range of benefits for financial advisors, the success of these solutions depends in part on how well these various software applications work with one another in a connected office environment. This depends on their degree of integration. Integration refers to the extent to which individual software applications – from billing to CRM to financial reporting – communicate and share data with each another. Not surprisingly, full and deep integration has become a priority for many financial advisors.

While integration has become a watch word in the financial services and financial technology markets, it’s important to recognize that the term may mean different things to different people. At its most basic level, integration may refer simply to “single sign-on” (SSO) integration. SSO integration allows users to access different applications without constantly reentering login information and passwords. While SSO...

TCA Adds Powerful Sales Performance Analytics and Client Acquisition Tools to Liberty

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

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2014 Focus on the Future: Janus Labs Brings Art of WOW to Focus Conference

The Art of WOW starts now.

That was the leading message of Janus Labs Executive Director John Evans, who brought a bundle of energy and some...

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Building a Meaningful Brand as an RIA

All businesses—from iconic, international corporations like Apple, to local mom-and-pop shops—strive to build a brand for themselves. They want to stand out from their competitors; they want to be unique. But what makes a meaningful brand? We sought to help RIAs answer this question...

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What to Expect at this Year’s Focus on the Future Conference

Today is the first day of our annual Focus on the Future conference. Over the next two and a half days, TCA executives and notable guest speakers will tackle some of the challenges facing the RIA industry, presenting relevant information meant to prepare RIAs for the future while helping them to...

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