Liberty RIA Platform

We offer a robust, mobile-ready technology platform that includes the most sophisticated modeling, trading, rebalancing, reporting and practice management capabilities in the market — all available on any device. And it’s built specifically for RIAs. 

Jennifer Foss, Strategic Product Manager
All-in-One Platform
Full Mobility
Personalized App
All-in-One Platform
It’s time to work smarter, not harder, and get back to doing what you love as an RIA. With Liberty, you can do just that. 
 
Liberty, our model-based trading and rebalancing platform, is powerful, but designed for simplicity. It delivers everything you need as an RIA in one easy-to-use interface. This means less time and resources spent integrating technologies — and more time to connect with clients and grow your business. And for growing firms, this means fewer new hires to keep operations running smoothly. Liberty’s comprehensive suite of features includes:

 

all in one platform
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Full Mobility
With Liberty, you’ll always have the latest, anywhere you go. That’s because Liberty, the first fully mobile platform in the industry, is available on just about any screen you use. It doesn’t matter if you’re at your desk, at home or on the road, using a laptop, tablet or smartphone — you and your reps can instantly access all your accounts, reports, portfolio management capabilities and more.
 
Isn’t it time you spend less time stuck at your desk and more time face-to-face with new clients?
 

 

tablets are now a way of life
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Personalized App
 
With Liberty, you can build stronger connections between you and your clients by easily creating a custom Liberty mobile app of your own. We’ll help you create an app that features your name, logo, contact info and branding — and make it available for your customers to download in app stores. We even offer the option for you to co-brand with some of your reps. In addition, we provide guidance in the development of branding assets such as logos and icons.
 
We believe our technology should act as the invisible support behind your business, because we’re here to build your name, not ours. 
personalized app
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