Total Rebalance Expert (TRX) and FinFolio, Inc., Form Strategic Partnership

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Integrated Portfolio Management Software and Rebalancing Solution Will Benefit Mutual RIA Clients

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 management software for financial advisors and asset management firms. The integration between the two technology companies will benefit shared clients by enabling users to seamlessly share reconciled FinFolio portfolio data with TRX for the purpose of streamlining, simplifying and enhancing rebalancing capabilities.

“As a practicing financial advisor, I know first-hand the power of having an integrated solution when it comes to portfolio management and rebalancing,” said TRX CEO Sheryl Rowling. “This new technology integration between TRX and FinFolio will save advisors time, freeing them up to focus on managing their client relationships and growing their firms.”

The primary aspects of the technology integration between TRX and FinFolio include the availability of accounts, securities and classifications, transactions and tax lot data from FinFolio seamlessly accessed by TRX via a single-click import process. Data is automatically uploaded into TRX for advisors to use to enable tax efficient rebalancing, avoiding short-term gains, quickly detecting tax loss harvesting opportunities. Additional functionalities include avoidance of wash sales and the ability to select, determine, and minimize long-term taxation using optimization features.

"FinFolio is an open-architected system, built on SQL server and .NET technology, and is committed to integrating with best-of-breed solution providers for the purpose of extending the usability of our portfolio management software platform," noted Matt Abar, President of FinFolio. "Our partnership with Total Rebalance Expert further reinforces our commitment to an open and easily extensible framework via the utilization of our core technology as the primary driver for the furthering our support for pliable and efficient back-office functions for our advisor and asset management clients."

About Total Rebalance Expert
Founded in 2008, TRX is the industry's leading independent, portfolio rebalancing software platform. TRX provides financial professionals with a tax efficient and robust online software solution that provides advanced functionality to streamline the rebalancing process. Designed by an industry leading CPA advisor, TRX automates the complexities involved in rebalancing portfolios, enabling advisors to save time, eliminate errors and free them up to grow their firms and better serve their clients. TRX is headquartered in San Diego, CA with an office in Kansas City, MO.

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Douglas Moses

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