Gaining an Edge with Private-Labeled Technology

Posted by Andrea Collatz on August 7, 2012


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?

  1. It allows you to put your brand, not your custodian’s, in front of your clients. It’s bad enough that many custodians compete for your clients. You shouldn’t have to worry that they are promoting their brand to your clients on the very investor technology you’re using. Branding your client platform with your own logo is an opportunity for you to reinforce your brand.
  2. A custom branded app in the app store shows your commitment to giving clients access to information anytime, anywhere. And with the rapid adoption of mobile devices like iPads and smartphones, you are giving access to clients in a way that is convenient for them. These little touches don’t go unnoticed by investors looking to stay informed of their account. Not to mention, it’s pretty cool to have your own app.

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.

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