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.
In addition to streamlining technologies and simplifying processes, the improvements to the system are aimed at accommodating the increasingly mobile lives of RIAs. 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.
Throughout the rest of 2014, TCA will add new capabilities to Liberty, including:
Contact your relationship manager to find out how Liberty can help make your business more efficient and mobile.