Total Rebalance Expert, or TRX, is widely known for its impeccable portfolio rebalancing and tax management features. After all, TRX was born from Sheryl Rowling’s own need for an extremely precise tool to manage the demands of her RIA and CPA businesses.
But what escapes many advisers is the company’s culture born from the land of eternal summer, aka San Diego.
TRX lacks the institutional swagger of its larger counterparts, including iRebal from TD Ameritrade Institutional and Tamarac Advisor Rebalancing from Envestnet, but focuses on delivering value with its product line, where attention to detail and accuracy down to the penny and fractional share is vital.
So what happens when TRX decides to let its collective hair down and focus on education and value for its customers? You get TRX Unplugged.
Watch the coverage of TRX Unplugged above to gain a sense for how the company supports its advisor relationships and courts prospective firms with its deliberate relaxed attitude and atmosphere.
Between Sessions with Riskalyze at T3 Enterprise 2015
The best financial adviser technology of 2015!
2015 Tech Survey Results! FPPad Bits and Bytes for December 4
Schwab IMPACT 2015: Conference wrap up
Schwab IMPACT 2015: Brian Shenson outlines the company’s technology roadmap
Schwab IMPACT 2015: Conference Preview
FPPad Bits and Bytes for November 6
FPPad Bits and Bytes for October 16
FPPad Bits and Bytes for September 25
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