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Portfolio Medics, LLC

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

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

Portfolio Medics, LLC

by Trust Company of America
Portfolio Medics, LLC
Portfolio Medics, LLC

What is it about?

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

Portfolio Medics, LLC

App Details

Version
6.5.0
Rating
(2)
Size
3Mb
Genre
Finance Business
Last updated
September 28, 2019
Release date
December 11, 2012
More info

App Store Description

Portfolio Medics, LLC 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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