Caitlin John PWM App

Description: Caitlin John Private Wealth Management offers the Liberty application, through Trust Company of America, to authorized clients. Liberty is Trust Company of America’s new fully-mobile platform that allows clients to access and review their account information in real time.

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, Caitlin John clients can rely on Liberty to provide the information they need to manage their accounts. Clients have access to valuable information on Liberty, keeping them connected, confident, and informed no matter where they are.

Key features of the Caitlin John app include:
•Enhanced usability with a new 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 client the ability to stay updated on their account(s) anywhere, anytime, on any mobile device using real-time information.