tRx Partnership Promises Increased Practice Efficiency for ACP Members

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Total portfolio management system available to ACP members at discounted pricing

As the financial planning profession has expanded and matured, many advisors have outgrown the many spreadsheets they typically have used to manage their clients’ financial situation,” said Sheryl Rowling, CEO of Total Rebalance Expert.

Alliance of Comprehensive Planners, an association of fee-only financial planners, is excited to announce its formal partnership with Total Rebalance Expert (tRx), the largest, independently owned rebalancing software company in the RIA industry. ACP members will now have access to tRx, tPx (Total Portfolio Expert – a comprehensive portfolio accounting and management platform), and tPortal services at a greatly reduced rate. ACP is excited to draw on tRx’s extensive experience as a complete investment management solution, providing its members with an integrated solution to portfolio accounting and rebalancing.

“As the financial planning profession has expanded and matured, many advisors have outgrown the many spreadsheets they typically have used to manage their clients’ financial situation,” said Sheryl Rowling, CEO of Total Rebalance Expert. “tRx has been designed to efficiently provide an advanced technology foundation to solve this issue and we are excited to be working with ACP to enhance the services and offering, they provide to their members.”

As a technology partner, tRx offers exclusive benefits to ACP members, including discounted rates for new and current tRx users. Other benefits include:

  •     Discounted pricing on all software and services
  •     Bundled pricing when selecting more than one software services
  •     Dedicated extended support
  •     Optional on-site training
  •     Exclusive webinars
  •     Exclusive live presentations and seminars
  •     Select ACP customization

The strength of these combined services is its elegant simplicity, allowing financial planners to streamline their practice and improve efficiency. ACP understands that this partnership will encourage greater success among its members who utilize tRx’s software and support.

“As fee-only financial planners, ACP members prioritize their clients’ success,” said ACP Executive Director Kathleen MacCasland. “This partnership with tRx provides our members with another tool to help their clients and achieve greater success in their practices.”

Please contact Lori Lorusso at lori(at)acplanners(dot)org or 910.769.1569 to schedule an interview about this exciting partnership.

About ACP
Alliance of Comprehensive Planners (formerly the Alliance of Cambridge Advisors) is a community of fee-only financial planners trained in the ACP System™. ACP members manage clients’ whole financial picture, from estate planning to taxes. Our members pride themselves on being the best in the business, providing the highest quality service while also developing meaningful relationships with their clients. For more information, visit http://acplanners.org.

About tRx
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, California, and has an office in Portland, OR. http://www.trxpert.com

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Timothy Welsh

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