A few months ago several representatives from Trust Company of America walked into Financial Planning’s offices and laid a row of sleek computer tablets on the table, including the iPad and several Android devices.
All the devices ran the asset custodian’s newest offering for advisors, the Liberty platform. Liberty allows investors and their advisors, wherever they happen to be, to retrieve, sort and analyze account information, according to Dennis Noto, TCA’s chief information officer.
Register or login for access to this item and much more
All Financial Planning content is archived after seven days.
Community members receive:
- All recent and archived articles
- Conference offers and updates
- A full menu of enewsletter options
- Web seminars, white papers, ebooks
Already have an account? Log In
Don't have an account? Register for Free Unlimited Access