TCA Adds Powerful Sales Performance Analytics and Client Acquisition Tools to Liberty

Posted by Mark Piquette on November 19, 2014

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 down their book of business and track historical and current performance of business development efforts by a variety of metrics—from average account size, to sales per representative, to accounts opened and closed. Borrowing from the concept of “gamification,” RIAs have the ability to make the data transparent to their representatives in the form of a “leader board,” so reps can see how they compare to their peers
  • Rep recruitment: Through a partnership with Meridian-IQ, we’ve added an advisor recruitment tool to Liberty. Advisors with growing practices can search Meridian’s database of nearly 600,000 registered reps, filtering by geography, specialty, assets under management and other criteria. The database is integrated with Liberty’s CRM, so users can track communications with potential reps or advisors and add contacts with the click of a button.
  • Client onboarding: Our new client recruitment system eliminates the hassle, time delay and potential inaccuracies associated with paper-based sales and acquisition strategies. The e-signature and proposal generator functions help to streamline the process of adding new clients and minimize duplicative paperwork.

You can see a demonstration of the new Liberty in action by watching a webcast of our recent Genius Session

User login