Simplified portolio management

• Efficient trading. Liberty automatically reconciles trades back to each client account—which is not only more efficient, but also simplifies your compliance and audit functions.
• One account, unlimited models. Liberty dramatically simplifies how you manage assets by letting you run as many investment models as you’d like in any single account.
• Powerful rebalancing. Our rebalancing tool is integrated right into the platform, so you can rebalance thousands of accounts in minutes instead of hours.
• Cross-model processing. Easily choose to include only accounts associated with certain models (or filter out accounts associated with those models).

Intuitive growth tools

• Contact relationship management. Store all client information and track communications in one records database.
• Simple account opening. Data you’ve collected in Liberty’s contact manager and through the proposal generation tool is passed directly into the newly opened account.
• eSignature capabilities. Keep track of form progress online, speed up signing and fee collection, and email forms immediately.
• Private labeling. Use your brand, your logo, and your name to customize your client portal, statements, and performance reports for a high-touch client experience.

Robust reports and analytics

• Performance reports. Generate data for specified time periods or for select models, as well as view it by variance from the average for that time period.
• Custom reports. Our custom report wizard guides you through a step-by-step process for creating custom reports that can be generated immediately or delivered at regular intervals.
• Powerful rep analytics. Identify and reward top performers, pinpoint best practices, coach underperformers, create transparency, and even identify warning signs for your reps.

Comprehensive operational support

• Fee management. Liberty simplifies the tracking, calculating, assessing, invoicing, collecting, and delivering of management fees.
• Cash management. Our Cash Calendar tool lets you set up different types of standing instructions and pre-authorizations to make managing your accounts easier.
• Client statements. Liberty consolidates all account information into one simple PDF summary and alerts clients when their statement is available for secure downloading.
• Client online access. Clients can stay informed with access to a wide range of account data 24/7.