Are routine portfolio management tasks chipping away at your day, keeping you from delivering your best to your clients? It’s time to turn to a technology that allows you to manage thousands of accounts in minutes, not days. Liberty, our model-based trading and rebalancing platform, is one of the most advanced technologies available in the market.
Liberty simplifies and automates the entire trading process based on your specifications. Need to rebalance accounts, invest new money or free up cash? Our system runs the calculations and builds the recommended trades. You approve them. We execute them. Seconds later, the system automatically reconciles the actual selling price back to each client account. No delays, no errors.
The Money Manager X-Change (MMX) program provides you and your reps with access to third-party money managers to better serve your clients. Whether you outsource all your investment management or wish to round out your offerings with complementary strategies and money managers, the MMX program can be an excellent resource for you. This open architecture service enables you and your reps to select third-party money managers and strategies as you think best to meet your clients’ investment needs – covering a variety of asset classes, market capitalizations and investment styles.