tRx

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.

Several major advisory technology firms have formed a new partnership called FAStech, which will give participating universities free access to eight leading software technologies used by advisors.