Vellum Financial 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
Requires iOS 6.0 or later. Compatible with iPhone, iPad, and iPod touch.
Vellum Financial App is a free software application from the Accounting & Finance subcategory, part of the Business category.
The app is currently available in English and it was last updated on 2013-03-19. The program can be installed on iOS.
Vellum Financial App (version 5.4.1) has a file size of 6.82 MB and is available for download from our website.
Just click the green Download button above to start. Until now the program was downloaded 0 times.
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