Trust Company of America has upgraded its Liberty Mobile Platform to help RIAs capture a greater share of the “tsunami of assets” entering the fee-based wealth management industry.

Trust Company of America has upgraded its Liberty Mobile Platform to help RIAs capture a greater share of the “tsunami of assets” entering the fee-based wealth management industry.

The Colorado-headquartered firm estimates that fee-based AuM for independent investment advisors will double to $7 trillion in the next five years. TCA believes that, historically, the investment advisory business has been "data rich but information poor" when it comes to understanding the success of sales and business development efforts - and that technology is the key to moving forward.

The firm has invested in providing sales performance analytics, paperless client recruitment and onboarding, a built-in CRM system and in-app access to Meridian-IQ’s registered representative database of some 600,000 advisors.

Liberty is available to advisors and clients on desktop computers, tablets, phones and other mobile devices.

TCA provides RIAs with technology and consultative services, as well as back-office support.