Earlier this week, Trust Company of America unveiled a new suite of features in Liberty, our industry-leading technology platform for RIAs.
The improvements add sales performance analytics, paperless client recruitment and e-signature onboarding functions plus in-app access to Meridian-IQ’s registered representative database, among other features, to Liberty—which advisors can access on any desktop, tablet or mobile device.
The upgrades are just the latest in a series of enhancements aimed at making Liberty the RIA’s one-stop platform for managing their business. Here are the highlights of the new features, which will be available to TCA clients early next month:
- Analytics and gamification: The new sales performance analytics allow advisors to break...