With Liberty, you can take advantage of built-in analytics that allow you to monitor your reps’ performance — which is key to running a successful firm. You can use it to identify and reward top performers, pinpoint best practices, coach underperformers, create transparency so your reps can see how they rank against each other, or even identify warning signs for your reps (e.g. losing a client).
Some of the metrics you can monitor include:
- Number of new and closed accounts
- Deposits and withdrawals
- Total AUM
- Average account size, number of accounts, and AUM per rep
- Leaderboards by metric