Is technology slowing down your business? At the end of February, Trust is launching several new features on the Liberty platform that are designed to make portfolio management simpler than ever. These features streamline workflows for advisors by improving Liberty’s usability and efficiency.
The enhancements include:
• Account level trading functionality that enables the advisor to create trades directly from the client’s account. This includes buy, sell, cross model, and model processing.
• Blotter: Designed to be visual and organized, trades can be approved or killed directly from the blotter. The blotter displays all trades and can be filtered by status, date range, model, and instruction.
• Advisors have the option of giving reps trading abilities within Liberty.
• Lookup security allows you to easily search by entering the Symbol, partial name, or CUSIP of the security you’re searching for.