Shareholders Service Group Partners With Total Rebalance Expert for Portfolio Management and Rebalancing Technology

Fast Growing Custodian to Enhance RIA Platform with Innovative Portfolio Management and Rebalancing Technology at Preferred Pricing, Expanded Support and Additional Services

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Our new agreement with TRX will provide advisors with a full suite of innovative portfolio management and rebalancing technology at a substantially lower price than what they would be able to achieve on their own.

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 management and rebalancing technology at preferred pricing, along with additional services and support.

“Advisors working with SSG look to us to provide them with the tools, technology and services they need to continue to profitably grow their businesses,” said Dan Skiles, President of SSG. “Our new agreement with TRX will provide advisors with a full suite of innovative portfolio management and rebalancing technology at a substantially lower price than what they would be able to achieve on their own – a key benefit we strive for as their custodian.”

“We are delighted to be working closely with SSG and look forward to providing advisors with a special offering that will save advisors thousands of dollars, a unique benefit to their relationship with SSG,” said Sheryl Rowling, CEO of TRX.

As part of the agreement, advisors working with SSG will have access to the following technology and service solutions at upwards of 50% savings:

  •     tRx – Total Rebalance Expert – for robust tax-efficient rebalancing, cash management and sophisticated tax loss harvesting
  •     tPx – Total Portfolio Expert – for portfolio accounting, reporting, billing and compliance
  •     tPortal – for secure file and document exchange with clients
  •     tRx/tPx – an integrated solution for complete management of accounting, billing, reporting, compliance, rebalancing and trading
  •     TRX Office – an outsourced solution for tRx back office services

Additionally, advisors working with SSG will have access to dedicated, extended TRX support, on-site training as well as to exclusive webinars and live presentations/seminars. As part of the upcoming annual SSG conference (http://www.ssgconference.com) to be held April 23 – 25, 2014 in San Diego, CA, TRX will be exhibiting the platform as well as presenting on “Achieving Scale for a Better Practice.”

“This is just one example of how we are continuing to expand the SSG platform to better serve advisors and to help them scale and grow their businesses,” said Skiles.

For more information, please visit http://www.trxpert.com and http://www.ssginstitutional.com.

About Shareholders Service Group
Shareholders Service Group (SSG) provides brokerage and custodial services exclusively for independent registered investment advisors (RIAs). SSG provides a full range of brokerage and back office service and support with a robust technology platform, access to a full suite of investment vehicles, and a highly experienced service team that only serves independent RIAs. The company was founded in 2002, and currently serves over 1,200 advisory firms throughout the country. The management team began serving independent RIAs in the late 1980s. http://www.ssginstitutional.com

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 offices in Kansas City, MO and Portland, OR. http://www.trxpert.com

For More Information, please contact:

For TRX:
Karyn Davenport, Total Rebalance Expert
619.294.4TRX

For SSG:
Barry Boyte, Shareholders Service Group
858.530.1031


Contact

  • Timothy Welsh

    415-847-4874
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