Total Rebalance Expert (TRX) Recognized with “Best in Show” Award at Orion Advisor Services’ Fuse Conference

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TRX “Capital Gains Distribution Minimizer” is the First Portfolio Management Tool that Enables Advisors to Reduce Taxable Events for Clients from Year-end Capital Gains Distributions

The CGD Minimizer is a direct result of our partnership with Orion and a terrific outcome of the Fuse conference that will benefit advisors across the industry.

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 of TRX Capital Gains Distribution Minimizer (the “CGD Minimizer”).

The CGD Minimizer enables advisors to reduce taxable events at year-end for their clients from Capital Gain Distributions by analyzing all of an advisor’s accounts to determine which accounts have the potential for savings and then automating the trades necessary to move out of the distributing fund before the distributions attach. Client funds are moved into a substitute fund that maintains the integrity of their asset allocation and keeps the overall portfolio in balance. The trade files generated can be sent directly to the custodian or moved directly into Orion’s Trade Order Management system.

“We’ve heard for years from advisors that being able to minimize capital gains from distributing funds was a thorn in their sides due to the complexities involved, causing un-necessary taxable events for clients,” said Sheryl Rowling, CEO of TRX. “The CGD Minimizer is a direct result of our partnership with Orion and a terrific outcome of the Fuse conference that will benefit advisors across the industry. We are honored to win the “Best in Show” award for this innovation and partnership.”

The Fuse conference is financial services’ first and only “code-centric” event designed to create closer partnerships between the best software providers in the advisor software and FinTech industry. Over 20 companies participated and were judged on innovations that benefitted clients, benefitted advisors in making it easier to service clients, as well as demonstrated the benefits of technology integration.

Industry luminaries Joel Bruckenstein, Michael Kitces, Bill Winterberg and others weighed in as judges on these criteria to select TRX’ s CGD Minimizer as the “Best in Show”. The CGD Minimizer is patent pending and will initially be available to Orion clients, and then as a plug in for non-Orion clients later in the year.

“The TRX CGD Minimizer is an innovative and powerful tool for advisors and their clients that will truly benefit the industry and is exactly the type of outcome our Fuse conference is all about,” said Orion’s CEO Eric Clarke.

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 a development office in Portland, OR.

About Orion Advisor Services
Orion Advisor Services, LLC (Orion) is the premier portfolio accounting service provider for advisors. The firm has unique insights into the advisory profession because it was founded for investment advisors by an investment advisor in 1999. Orion frees advisors from back-office tedium so they can enjoy their business again by devoting their time and energy to better serving clients. Orion provides the integrated and fully customizable technology solutions that advisors need to help them grow their businesses over the long term. The firm's technology solutions empower more than 625 advisory firms with total assets under administration in excess of $225 billion from more than 1,000,000 individual accounts. Orion is SSAE 16 Type II Audited and is the only ISO 27001 Certified portfolio accounting provider.

For more information about Orion, visit or follow Orion on Twitter at @orionadvisor.

For More Information, please contact:

For TRX:

Karyn Davenport, Total Rebalance Expert

For Orion:

Jason Lahita
FiComm Partners
jason(dot)lahita(at)ficommpartners(dot)com 973-460-7837

Olivia Gagnon
FiComm Partners
olivia(dot)gagnon(at)ficommpartners(dot)com 646-893-2998

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