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Green Investment Management

Portfolio Designs offers the Trust Company of America 'Liberty' Application to authorized investors, their representatives and Registered Investment Advisors (RIAs)

Portfolio Designs offers the Trust Company of America 'Liberty' Application to authorized investors, their representatives and Registered Investment Advisors (RIAs)

Green Investment Management

by Trust Company of America
Green Investment Management
Green Investment Management

What is it about?

Portfolio Designs offers the Trust Company of America 'Liberty' Application to authorized investors, their representatives and Registered Investment Advisors (RIAs).

Green Investment Management

App Details

Version
6.5.0
Rating
NA
Size
3Mb
Genre
Finance Business
Last updated
October 14, 2019
Release date
October 21, 2012
More info

App Store Description

Portfolio Designs offers the Trust Company of America 'Liberty' Application to authorized investors, their representatives and Registered Investment Advisors (RIAs).

Take the Power of Liberty with you and access your account information anytime and from anywhere. With comprehensive views of account positions, transactions and performance, representatives and RIAs can rely on Liberty to provide the information they need to manage client accounts and respond to client inquiries. Investors have access to the same level of information on Liberty, keeping them connected, confident and informed no matter where they are.

Key features of Liberty include:
• Enhanced usability with a user experience that helps the viewer navigate easily to the information they need
• Better functionality means the user sees real-time transaction information with complete transparency so the investor and advisor see the same view
• Mobility gives advisors the ability to interact with clients anywhere, anytime, on any mobile device using real-time information

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