Above: TCA's technology systems over the years
Yesterday, Trust Company of America unveiled the new and improved Liberty, its industry-leading mobile platform for RIAs.
Now all major functions, including model management, consolidated asset management and model processing and rebalancing, at the account level or across the entire book of business, are available on any piece of glass—desktop computers, tablets and mobile devices.
Liz Hayden, Director of Product Development for TCA, demonstrated the revamped Liberty in a recent Genius Session. With its intuitive design and seamless navigation, Liberty allows advisors to execute trades with just a few clicks of the mouse, adjust asset allocations for individual clients and households, review essential account information on one screen and perform countless other functions—all in one integrated platform.