RIA Portfolio Management
Are routine portfolio management tasks chipping away at your day, keeping you from delivering your best to your clients? It’s time to turn to a technology that allows you to manage thousands of accounts in minutes, not days. Liberty, our model-based trading and rebalancing platform, helps you do that.
Nolita McChristian, Relationship Manager
Efficient Trading
One Account, Unlimited Models
Powerful Rebalancing
Cross Model Processing
Automatic Reconciliation
Control
Money Manager X-Change
Efficient Trading
Knowing the status of each of your clients is just the first step. Liberty also eliminates lag time in acting on that information.
Whether you are making adjustments to sudden market moves or simply doing a yearly rebalance, Liberty makes it quick and easy. Building and executing trades, as well as allocating them back to the proper accounts, takes just minutes versus your entire day.
There’s no need to upload or download information between your applications and your custodian. As soon as they’re executed, Liberty automatically reconciles trades back to each client account — which is not only more efficient, but also simplifies your compliance and audit functions.
If the market moves, you move. You can be as responsive as possible, making changes to your entire client base or just certain investors based on your criteria. It’s your operation, we’re just here to make the trading process effortless so you can focus on what you do best: giving your clients the expertise that makes you stand out from the crowd.
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One Account, Unlimited Models
Liberty drastically simplifies how you manage assets by letting you run as many investment models as you’d like in any single account. You don’t need to create a new account simply to use multiple models.
You can also create strategies made up of multiple models. For example, define a model to represent a group of assets that meet a particular objective such as Small Cap Growth or Large Cap Value. Then, combine several of these into composite models to represent each investment strategy, such as Aggressive or Conservative. This makes it easy to adjust your strategies within a group of clients. Just change percentages in your composite model, and the allocations will automatically update in each account when you rebalance.
Want to hold legacy assets or non-model assets? No problem. They can be held in the same account, excluded from trading and added to their own fee schedule.
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Powerful Rebalancing
Liberty was built from the ground up for real-time interactions, and rebalancing is no different. Our rebalancing tool is integrated right into the platform so you don’t have to upload data or transfer it to a custodian. This means you can rebalance thousands of accounts in minutes instead of hours.
We offer both model and account rebalancing, and a sophisticated set of filtering options to help you quickly identify which accounts to rebalance. The bottom line: You’ll be able to spend less time on minutia and more time connecting with your clients.
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Cross Model Processing
When you rebalance with Liberty, you can easily choose to only include accounts associated with certain models (or filter out accounts associated with those models). You can then get as granular as you want and choose additional accounts to participate in your cross modeling selection — or choose certain models to include or exclude from your selection, even if they’re held by the participating accounts. Once you have the exact selection you want, all you need to do is click “Balance Selected Models” to complete cross model processing.
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Automatic Reconciliation
Liberty simplifies and automates the entire trading process based on your specifications. Need to rebalance accounts, invest new money or free up cash? Our system runs the calculations and builds the recommended trades. You approve them. We execute them. Seconds later, the system automatically reconciles the actual selling price back to each client account.
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Control
With Liberty, you have the control to manage your portfolio. For example, you can order your entire book of business by security, select a specific security and then trade it across all the models where it’s held — either by selecting specific share amounts to buy or sell, or goal percentages. And this can all be done in minutes from one screen.
You also have flexibility at the model level to trade only the accounts you want. Or if you need to, you can even sell all your funds or all your equities (or both) with just a couple of clicks.
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Money Manager X-Change
The Money Manager X-Change (MMX) program provides you and your reps with access to third-party money managers to better serve your clients. Whether you outsource all your investment management or wish to round out your offerings with complementary strategies and money managers, the MMX program can be an excellent resource for you. This open architecture service enables you and your reps to select third-party money managers and strategies as you think best to meet your clients’ investment needs – covering a variety of asset classes, market capitalizations and investment styles.
See how Money Manager X-Change helps you do even more for your clients.
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