Formulas App

Portformulas offers this application to authorized investors, their representatives, and Registered Investment Advisors (RIAs).

Take the power of the Portformulas app 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 account and respond to inquiries. Investors have access to the same level of information on the Portformulas app, keeping them connected, confident, and informed no matter where they are.

Key features of the Portformulas app 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