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

Posted by Mark Piquette on September 24, 2014


For RIAs who are growing their practice by selling through Investment Advisory Representatives, technology plays a critical role in managing the relationship between advisor, rep and client. But technological gaps have prevented the RIA/IAR model from reaching its full potential.

From rep recruitment and coaching, to in-the-field CRM and proposal-generating capabilities, technology has not quite kept pace with the possibilities for RIAs who outsource their sales functions and use a Turnkey Asset Management Program (TAMP).

Although some RIAs have managed to cobble together different solutions to fill the gap, Trust Company of America’s newest technology suite will provide a seamless tech fix, integrating a wealth of tools and information into the robust Liberty mobile platform.

The new tools are expected to debut later this year and provide unparalleled insight into how sales efforts are working and streamline proposal generation and delivery. 

The new tools are based on direct feedback from TCA advisors. “At our annual Focus on the Future conference last year, we asked RIAs what was important to the future growth of their practice, and they listed a series of components needed for better sales success,” said Mike Lover, TCA’s Vice President of Process Improvement.

The graphic below represents some of the key technology components advisors are seeking – components that are building off the momentum of recent improvements to the Liberty platform.

With TCA’s powerful new tools RIAs will be able to:

  • See sales performance across your entire organization
  • Understand who your top performers are and who needs help
  • Find new people for your sales efforts through integration of industry-leading databases
  • Easily onboard assets utilizing proposal generation, automated form population and eSignature
  • Streamline your paperwork with eSignature functionality

Be the first to see how these new features can help you grow your business. Sign up now.


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