Total Rebalance Expert (TRX) and FinFolio, Inc., Form Strategic Partnership
FinFolio and Total Rebalance Expert announced today the completion of a joint software integration project between the two technology platforms. TRX and FinFolio provide rebalancing and portfolio...
View ArticleRIA Industry Technology Veteran Joins TRX as Director of Marketing
20 Year Technology Veteran, Karyn Davenport to Lead Marketing for Growing Portfolio Rebalancing Software Firm
View ArticleTotal Rebalance Expert® (TRX®) Announces Exclusive Discount Arrangement With...
SAN DIEGO, CA--(Marketwire - February 28, 2011) - Total Rebalance Expert (TRX) and the American Institute of CPAs (AICPA) just announced an exclusive discount arrangement that gives CPA financial...
View ArticleSan Diego Business Journal Names Total Rebalance Expert One of the Fastest...
The annual list of San Diego’s Fastest Growing Private Companies has been announced.
View ArticleTotal Rebalance Expert Launches TRX Office
New portfolio management outsourcing service will save advisors time, resources and enable more frequent rebalancing to capture tax efficiencies and enhance portfolio returns.
View ArticleOutsource, Yet Remain in Control
Find out how advisors can improve profitability and enhance client service by outsourcing specific aspects of portfolio management.
View ArticleSheryl Rowling has been named Technology Innovator of the Year!
Financial Planning Magazine has honored Sheryl with the title of Technology Innovator of the Year.
View ArticleCheck out Sheryl Rowling's new column on InvestmentNews.com
Sheryl discusses how you can use technology to improve every facet of your business.
View ArticleIs Tech an Expenditure or an Investment?
In an interview with Financial Advisor IQ, Sheryl discussed the impact that spending on Technology can have on your business.
View ArticleTotal Rebalance Expert Acquires PowerAdvisor from Cornerstone Revolutions
Total Rebalance Expert (TRX) today announced the acquisition of PowerAdvisor’s portfolio management software suite from Cornerstone Revolutions. The combination of TRX’s industry leading portfolio...
View ArticleTechnology can make your SEC audit easier
Check out Sheryl Rowling's new article on InvestmentNews.com
View Article15 Compliance Trends that Will Impact Your Practice in 2014
ByAllAccounts presents the new Whitepaper "15 Compliance Trends that Will Impact Your Practice in 2014".
View ArticleTotal Rebalance Expert (TRX) and Orion Advisor Services, LLC (Orion) Form...
San Diego, CA and Omaha, NE, March 25, 2014 - Total Rebalance Expert (TRX) and Orion Advisor Services, LLC (Orion) announced today a joint venture between the two companies to provide a "Total...
View ArticleShareholders Service Group (SSG) Partners With Total Rebalance Expert (TRX)...
San Diego, CA (PRWEB) April 23, 2014: Shareholders Service Group (SSG) and Total Rebalance Expert (TRX) announced today an agreement to provide advisors working with SSG access to TRX’s portfolio...
View ArticleAdvisors4Advisors Names Sheryl Rowling Person Of The Year in RIA Practice...
Monday, December 17, 2012 10:31 In announcing that her TRX rebalancing app was integrated with Morningstar Office, Sheryl Rowling reached a new plateau, and it is sure not to be her last.
View ArticleTRX Presents: Profiles in Success - Efficient Wealth Management
Brought to you by Total Rebalance Expert (TRX), Profiles in Success spotlights notable advisory firms and showcases how they are providing outstanding client service, driving efficiencies and creating...
View ArticleTRX Ranks Among Most Popular Tech Products for Advisors
Total Rebalance Expert was chosen as the most popular independant rebalancing product in a survey of 1,000+ advisors conducted by Investment News.
View ArticleUsing TRX for Small Data
As a counterpoint to the flurry of articles about "big data," there could actually be more value to be reaped from "small data."
View ArticleTRX and Morningstar Announce Partnership
Morningstar to Add Portfolio Rebalancing Capability for Independent Financial Advisors, Powered by Total Rebalance Expert
View ArticleInvestmentNews.com - Adviser's goals: Keep clients happy and profit growing
Sheryl Rowling cares about where her firm stands in terms of assets under management, but it's the bottom line she wants to improve at Rowling & Associates.
View ArticleTotal Rebalance Expert (TRX) Recognized with "Best in Show" Award at Orion...
Total Rebalance Expert (TRX) and Orion Advisor Services, LLC (“Orion”) announced today that TRX was recognized with the Fuse Conference’s most prestigious award of “Best in Show” for the development...
View ArticleMorningstar, Inc. to Acquire tRx Investment Portfolio Rebalancing Platform...
CHICAGO, Oct. 8, 2015—Morningstar, Inc. (NASDAQ: MORN), a leading provider of independent investment research, has entered into a definitive agreement to acquire Total Rebalance Expert (tRx), an...
View ArticleMorningstar, Inc. Completes Acquisition of tRx Investment Portfolio...
CHICAGO, Nov. 2, 2015 /PRNewswire/ -- Morningstar, Inc. (MORN), a leading provider of independent investment research, has completed its previously announced acquisition of Total Rebalance Expert...
View ArticleMeasuring the Return on Technology Investment 2015: Total Rebalance Expert...
Learn how TRX can give your firm over $500,000 return on investment.
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