How can an advisor set himself apart from the competition and reinforce his brand with state-of-the-art technology?
Using technology that is private-labeled, or personalized, with your own branding and logo is a great way to reinforce your brand to your clients. At Trust Company of America, you have the ability to private label both your client access platform and an app in the app store. This means that Trust’s state-of-the-art web and tablet portal, complete with performance reports and account information, appears as the advisor’s own technology. Everything from the branding of the apps to the logos on the statements carries through the value of the experience.
How exactly does private-labeled technology give you an edge?
Private-labeling a top technology with your brand says that you are confident in your technology and your custodian. It is serves as an extension of your brand that reinforces your company image and your connection to your clients.