In November 2014, TCA integrated with Meridian-IQ, an industry leader of registered representative research, to provide access to representative information with Liberty.
If you are currently utilizing the Prospecting with Meridian-IQ Liberty feature, the database has recently been updated.
If you are interested in learning more about the Prospecting with Meridian-IQ Liberty feature, please contact your relationship manager who will arrange a demonstration for you.
For the ‘Tools to Grow’ features, the following User Guides are available for your use. Clicking the below links provides Quick Start Guides, General Usage Notes and Navigation instructions to assist you:
- Liberty Prospecting Tools: Prospect Search
- Liberty Prospecting Tools: Proposals
- Liberty Rep Analytics for Investment Advisor
- Liberty Rep Analytics for Representatives
- Liberty eSignature
- Liberty Contacts
Please let your relationship manager know if you have questions.
Please contact your Client Service Advocate if you have any questions or concerns about these posts.