Morningstar Office

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.

New web-service integration eliminates manual data entry for Morningstar Office users

MoneyGuidePro®, a leader in goal-focused financial planning, and Morningstar, Inc., a leading provider of independent investment research, today announced greatly enhanced integration between MoneyGuidePro and Morningstar OfficeSM, the practice and portfolio management system for independent financial advisors.