RIA Technology

Tech Triangle: Managing the Relationship between Advisor, Rep and Client

 

For RIAs who are growing their practice by selling through Investment Advisory Representatives, technology plays a critical...

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Consumers Prefer Human Advisors

Robo advisors have grabbed headlines in recent years with stories about how they represent the next wave of financial advice. Just two weeks ago, for instance, ...

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New Liberty Features in August

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...

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Trust Company of America Expands Industry-Leading Liberty Mobile Platform

Above: TCA's technology systems over the years

Yesterday, Trust Company of America unveiled the new and improved Liberty, its industry-leading mobile platform for RIAs.

Now all major functions, including model management, consolidated asset management and model...

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