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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 processing and rebalancing, at the account level or across the entire book of business, are available on any piece of glass—desktop computers, tablets and mobile devices.

Liz Hayden, Director of Product Development for TCA, demonstrated the revamped Liberty in a recent Genius Session. With its intuitive design and seamless navigation, Liberty allows advisors to execute trades with just a few clicks of the mouse, adjust asset allocations for individual clients and households, review essential account information on one screen and perform countless other functions—all in one integrated platform.

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Online Reputation Management for Financial Advisors: Combating Negative Digital Reviews

Guest Blog Post - Amy McIlwain, Financial Social Media

One of the scariest aspects of the online world for advisors is the lack of control they have about their brand. It’s the gift and the curse of the Internet: anyone can say anything at any time. This can become even more of a challenge...

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The Regulators Are Here

Who’s that knocking at the door? If you’re an RIA who’s never hosted an examiner from the Securities and Exchange Commission, you may be in for an unwelcome surprise. According to an article in this week’s ...

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TCA Technology and Six Sigma Expertise Improves Advisor Efficiency

As an RIA, it’s easy to get slowed down by inefficient trading and back office details. What’s more difficult is to determine how to eliminate those inefficiencies in order to deliver greater value to clients and maximize returns to the bottom line.

That’s a problem Mike Lover loves to...

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Successful Advisors on Social Media: Follow the Leaders

This is a guest post by Amy McIlwain with Financial Social Media

They say that imitation is the sincerest form of flattery. It also happens to be one of the truest forms of good business, and follows suit in social media. There...

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