LIBERTY: MOBILE PORTFOLIO MONITORING

Want to know what’s happening right now with a particular client? Need to send an announcement to all your reps and clients — or give them access to all their portfolio information? It takes just a few seconds with Liberty, the first fully-mobile platform in the industry. With Liberty, you can give your clients and reps the ultimate freedom: real-time access to account information and reports, anywhere they need them.

Christina Pischel, Sr. Conversion Manager
Anywhere Access
Full-Featured Reporting
Customized for You
Anywhere Access

With Liberty, you’ll always have the latest, anywhere you go. Our fully mobile portfolio monitoring technology gives you, your representatives and your clients instant access to account information and reports, making it easier than ever to track performance and share information. 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 clients can get up-to-the-minute data to make quick, informed decisions.

Liberty is available both on the web (IE, Firefox, Chrome, Safari) and as a downloadable app on tablets and smartphones (iOS, Android, Windows). Download it now from the Apple App Store, Google Play Store, or Windows Phone Store (coming June 2013). 

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Full-Featured Reporting

The Liberty platform is simple to use and provides a rich set of reporting options, all within a few clicks. These include:

  • Current and pending portfolio activity
  • Historical account snapshots
  • Portfolio growth reports
  • Investment strategy details
  • Past statements and tax forms
  • Exportable account data for third-party financial software
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Customized for You

Liberty is not just a powerful monitoring tool, but also a great way to build stronger connections between you and your clients. Not only can you send notifications to your reps and clients through the Liberty platform, but you can also create a custom mobile app to promote your brand.

We help create a custom Liberty app of your own — featuring 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. That’s because here at Trust Company of America, we believe in supporting you every step of the way as you grow your name.

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