Sheryl Rowling

Morningstar, Inc. a leading provider of independent investment research, is working with Total Rebalance Expert (TRX) to add rebalancing functionality to Morningstar Office, the company’s practice and portfolio management system for independent financial advisors. TRX is a leading account rebalancing software company that provides financial advisors with automated, tax efficient rebalancing capabilities to simplify and enhance portfolio management.

Completely rewritten rebalancing technology solution now optimized for web delivery and mobile devices along with enhanced functionality

Total Rebalance Expert (TRX) announced today the availability of TRX Edge, a completely rewritten rebalancing platform featuring a more intuitive interface that is optimized for web delivery.  Additional functionality provides the ability to run on all mobile devices.

Technology Solutions Providers to “Reveal All” at Financial Industry Event

Financial industry leaders Joel Bruckenstein and David Drucker say that financial advisors attending the tenth annual T3 Technology Conference for financial advisory firms are in for an earful – and an eyeful – while at the Hilton Anatole in Dallas, February 12-14, 2015. Designed to bring together independent financial advisors and company decision-makers with the creators of the industry’s most innovative technology solutions, this annual industry gathering has become the place to learn about and do research on the best marketing, productivity and workflow solutions available.

Combination of tax-­efficient rebalancing technology with leading portfolio management and reporting system will create an independent “Total Technology Platform” for advisors to streamline portfolio management

Total Rebalance Expert (TRX) and  Orion Advisor Services, LLC (Orion) announced today a joint venture between the two companies to provide a “Total Technology Platform” designed to simplify and streamline the portfolio management process.