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Jacobson Wealth Management

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

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

Jacobson Wealth Management

by Trust Company of America
Jacobson Wealth Management

What is it about?

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

Jacobson Wealth Management

App Details

Version
5.4.1
Rating
NA
Size
2Mb
Genre
Finance Business
Last updated
September 27, 2016
Release date
September 27, 2016
More info

App Store Description

Jacobson Wealth Management 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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