Blog

In July, Trust Company of America announced improvements to our technology platform, Liberty, which seamlessly connects desktop and mobile systems.

Earlier this month, we added even more functionality. Now advisors and reps can register accounts, execute block trades and process accounts across models.

Over the next few months, we will be making further upgrades to ensure our industry-leading mobile platform remains the best in the business. Our goal is to enable RIAs to make their business as mobile as they are. No longer do RIAs need to download applications to their desktop, which can only be accessed in one location. Instead, they can securely connect to essential information anytime, anywhere through any web browser. Liberty is the only custodian-provided tech platform that is available on all computing devices and operating systems.

Stayed tuned for new features in the weeks and months ahead.

Give the Gift of Responsive Web Design

My mother-in-law is turning 70. My wife mentioned that we are going to go in on a present for her with my wife's sister and brother. I thought, "great, but how much can knitting needles and yarn really cost?"

Turns out my mother-in-law wants an iPad so it is going to set me back a few more...

Read full post

Tips for Generating Leads on Linkedin

You don’t have to spend a ton of time on Linkedin in order to be effective, it is more important that you are consistent. Try to set aside about 15 - 30 minutes each week to review your Linkedin connections and groups and engage when you have the opportunity. After a couple of...

Read full post

Surviving a Regulatory Exam: The Exit Meeting and Beyond

You’ve made it to the exit meeting of your regulatory exam, but the process isn’t over yet. Below you’ll learn what you can expect from the final meeting and how to remain compliant in the future.

At the exit meeting

At the exit meeting you can expect to have the...

Read full post

The Top 5 Questions to Ask Before Going Independent

Are you thinking of starting an RIA but aren't sure where to begin? Here are the top five questions you should ask before going independent as given by leading RIA registration and compliance firm, RIA in a Box:

1. What does it cost to register a new RIA firm? It does...

Read full post

Pages

User login