Liberty for Investors and Representatives
Liberty is Trust’s newest technology offering, and the first of its kind in the industry; a fully-mobile investor/representative site that transforms the way investors, representatives, and advisors do business. Users benefit from Liberty’s intuitive user experience and enhanced functionality. With more features than ever before, Liberty is the ultimate solution to the investor and representatives’ needs.
Liberty is a fully-mobile technology available for use on both the desktop and any mobile device. You can access the technology anywhere, anytime to view investor account information and reports.
- Liberty offers real-time portfolio information including updates on current positions and pending activity – the investor sees the same data you see.
- Complete up-to-date or historical snapshots of their account, including positions and asset allocations
- Access to pending activity such as scheduled distributions or dividends
- A complete overview of their portfolio in a single location along with a breakdown of each strategy in the account when invested in multiple investment strategies
- Time Weighted Return performance reporting available at the account or model level to the prior date, at your discretion
- Comprehensive historical information back to when their account was first opened at Trust, including a complete transaction history
- Convenient access to a year’s worth of online statements (PDF version of mailed statements or eStatements)
- Valuable access to the last four years of tax forms and all supporting documentation including long-term and short-term gain information
- Exports of their account data in a .csv format for import into 3rd party financial software
- Customizable notifications area for Investment Advisor provided content to be presented to account holders and representatives.
- Other functions including management views, representative tools, aggregation, and performance reporting.
Ease of Use
Liberty offers an intuitive user interface that is easy to use and allows for choice – no instruction manual needed. As one of the most user-friendly platforms in the industry, you’ll find that Liberty makes it simple to navigate information quickly.
Advisors have the opportunity to further enhance their brand image by private labeling Liberty. Liberty can reflect whatever branding and contact information is relevant to your client. If that is your logo, we’ll design a banner to match your firm website. If you use outside sales representatives and want to show a different brand, or co-brand, based on who the representative is, we can support that route too.
Custom Liberty App
Be on the forefront of technology with your own Liberty app in the App Store. Your relationship manager can guide you through the process of creating an app that gives your investors and representatives more convenient access to Liberty.
The Name “Liberty”
Liberty represents the ultimate freedom for advisors and investors – the ability to trade, invest and manage assets the way you want. Liberty creates independence with high speed technology, integrated mobile capabilities with an improved experience for investors. Liberty provides RIAs with the ability to govern themselves, to behave according to their own free will, and take full responsibility for their success – to do what’s best for their clients.
Trust Company of America believes Liberty enables both investors and advisors to be free –liberated. Trust is dedicated to the proposition of Liberty. Everything we do is built on the foundation of liberating advisors, enabling them to concentrate on what they do best. It’s a simple equation: by empowering advisors to better serve their clients, the result is a better bottom line, and as their profitability grows, so does ours.