Introducing the First Fully-Mobile Technology

Liberty is the first of its kind in the industry; a fully-mobile platform that transforms the way investors, representatives, and advisors do business. As one of the only custodians fully-aligned with the RIA, Trust developed Liberty to help our advisors stand out from the competition with industry-leading features such as custom apps.

Liberty is the ultimate freedom for advisors and investors, reducing workflows to free up time, and giving investors, representatives, and advisors access to account information anytime, anywhere, on any mobile device. Liberty users will benefit from:

• Enhanced usability with a user experience that helps the viewer navigate easily to the information they need
• Better functionality means the user sees real-time transaction information with complete transparency so the investor and advisor see the same view
• Mobility gives advisors the ability to interact with clients anywhere, anytime, on any mobile device using real-time information
• Branding enables the advisor to private label the technology within the application and in the app store

See Liberty Now:

Account Overview

Performance Page

Investor Page

Experience for yourself how Liberty is transforming businesses by mobilizing them for success. For more information or a private demo contact Kari Marquez at 1-800-955-7808.