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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...

Trust Company of America First Quarter Recap

The “Big Mo” kept rolling Trust Company of America’s way in the first quarter of 2014, as the firm closed the first quarter of 2014 with solid growth in new advisor arrangements, ...

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Investment Advisors Corp. Adds Trust Company of America’s Custodial Platform to its Suite of Services for Advisors

Yesterday, Trust Company of America announced that it has entered a strategic relationship with Investment Advisors Corp. (IAC), a Registered Investment Advisor with more than 120 investment advisor...

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The RIA channel has enjoyed tremendous growth in recent years. From 2008-2012, more than 4,000 advisors wirehouses and large advisor firms to join the ranks of Registered Investment Advisors, ...

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Selling Through Others: the TAMP Model of Growth

The traditional RIA business consists of four basic components: back-office functions, compliance, money management and sales. All of these functions can be outsourced to other firms. The best RIA firms spend 60-80% of their time in client-facing activities so they can drive growth. What RIAs...

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