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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.

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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Understanding IRA Beneficiary Options

The death of a spouse or loved one is a stressful event. In fact, according to the Holmes and Rahe Stress Scale developed by psychiatrists Thomas Holmes and Richard Rahe, the death of a spouse is the most stressful event a...

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