Total Rebalance Expert Launches TRX Office to Provide Outsourced Portfolio Rebalancing for RIAs

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New portfolio management outsourcing service will save advisors time, resources and enable more frequent rebalancing to capture tax efficiencies and enhance portfolio returns.

Advisors have been so impressed and confident with TRX that they came to us and requested that we build in new capabilities so that they can completely outsource the process.

Total Rebalance Expert (TRX) today announced the availability of TRX Office, a new oursourced portfolio management and rebalancing service. TRX Office provides an expert, comprehensive outsourced management solution for rebalancing and portfolio management utilizing the TRX rebalancing technology platform, integrated with CPA and financial professionals.

“Advisors have been so impressed and confident with TRX that they came to us and requested that we build in new capabilities so that they can completely outsource the process,” said Sheryl Rowling, CEO of TRX. “Based on this client demand, we have integrated the tax and investment planning expertise of Rowling and Associates, an award-winning CPA Wealth Management firm, to provide that outsourced, operational component.”

TRX Office provides an ongoing review of client accounts and trade calculations for required rebalancing, dollar cost averaging, cash management needs and tax loss harvesting opporunities. In addition, TRX Office will review client accounts and calculate trades as requested for capital gain distribution avoidance, cash withdrawals or fund replacement needs. Operationally, TRX Office will streamline the execution process by automatically creating trading proposals for advisor approval through a one-click process that automatically uploads the trades to the advisor’s custodian(s).

Total Rebalance Expert is the industry’s largest independent portfolio rebalancing platform and provides advanced capabilities for tax-efficient investment management. Because of the complexity and labor-intensive efforts required to rebalance client portfolios, advisors who have adopted automated rebalancing software have a much more agile infrastructure, allowing them to save time, eliminate errors, and rebalance more frequently to take advantage of investing opportunities.

“Outsourcing rebalancing to experts gives me the ability to expand the business, do a better job for my current clients and ultimately have more free time as opposed to having to constantly deal with random events that come from both the markets as well as in-house employees,” said Steve Berman, Investment Advisor at Berman Advisors. “Additionally, going through our recent audit showed the SEC that I have a process in place and they were very happy with the consistency that TRX provides.”

“While advisors tell us that TRX is quick to deploy, easy to use and has terrific functionality, there is still an ongoing staff need to implement investment strategies and take advantage of market and tax opportunities for rebalancing portfolios,” noted Rowling. “TRX Office utlizes the core TRX rebalancing technology platform and integrates it with experienced CPAs and RIAs to manage that process, saving advisors valuable time, while increasing the scale, accuracy and efficiency of their portfolio management process.”

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, Calif., and has an office in Kansas City, Mo.

For More Information, please contact:
Karyn Davenport, Total Rebalance Expert

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