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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.

Dreamforce 2013: What We Saw

The marketing team at Trust Company of America went to the annual Dreamforce Conference in San Francisco last week.  For those of you who are not familiar with Dreamforce, it is the annual conference put on by Salesforce.com. 

Dreamforce is not just a conference - it is an Event...

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The Company Brand vs. Your Personal Brand

Whose brand goes first? 

At Trust Company of America (TCA), we believe you know what’s best for your business. That’s why all of our offerings—whether it’s our technology platforms, mobile apps or client statements—are branded for your company, not ours.

The large...

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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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