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The right technology can make all the difference when it comes to a financial advisor’s success, especially in today’s competitive business environment. Recent innovations in financial technology have provided state-of-the-art applications to handle everything from client relationship management to investment modeling to billing and document production.

These solutions have the potential to make your practice more efficient and profitable. The challenge is making sure these different technology applications work together as a seamless whole, providing your business the support and accuracy you require.

Here are several reasons why technology is crucial for your advisory practice:

Technology can make you more efficient. As you know, the process of advising clients, investing their money, and providing necessary documentation and compliance paperwork can be a time-consuming process. In many firms, these processes may account for at least...

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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Trust Company of America Announces a Breakthrough soon to be Delivered to the RIA Industry

Denver, CO (8/16/11): RIAs everywhere have responded to the market turmoil of 2008-9 with the realization that the “new normal” must include greater transparency, scalability, flexibility and mobility. Given the imperative challenges of building closer ties with their clients, while reducing...

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Trust Company of America and Black Diamond Form Strategic Partnership

Jacksonville, FL and Denver, CO April 19, 2011 — Black Diamond Performance ReportingTM and Trust Company of America announced today a joint initiative to provide access to performance reporting and asset aggregation to RIAs and their clients.

“By integrating Black Diamond’s technology into...

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Trust Company of America Sponsors Moss Adams/InvestmentNews 2011 RIA Technology Study

Centennial, CO (February 3, 2011):  Trust Company of America today announced its sponsorship of the Moss Adams/InvestmentNews 2011 RIA Technology Study with the intent to bring to market new findings emphasizing the correlation of technology and profitability. 

The innovative...

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