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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...

Best Practices for Managing Small Accounts

Most RIAs have grappled with the question of how to manage small accounts in a way that is efficient and profitable. In its latest Trend Advisor paper, “Small Accounts, Big Opportunities,” Trust Company of America addresses some of the...

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There's an App for That

With more than 1 million apps in the Apple App Store and an equally staggering number of applications on the Android market, it’s...

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ETF Trading Options that Fit Your Needs

Advisors are using exchange-traded funds (ETFs) more than ever. RIAs’ use of ETFs rose 27% annually over the past five years,...

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Best Practices for Video Marketing

With more than 300,000 financial advisors in the US, independent advisors are increasingly challenged to differentiate themselves from the crowd.  

Video, produced professionally and executed with the care that you put into serving clients, provides a dynamic platform for engaging...

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