Featured Research

The 2013 InvestmentNews Adviser Technology Study

This in-depth study provides a blueprint for the industry, providing actionable information to advisers, along with the latest solutions to help them drive profitability, efficiency and growth for their firm.

Portfolio re-balancing

Total Rebalance Expert


8889 Rio San Diego Drive, Suite 202

San Diego, CA 92108



TRX is the industry's leading independent portfolio rebalancing system. Find out how you can benefit from a patented, tax efficient and easy to use auto-rebalancing software, designed by an industry leading CPA advisor to simplify portfolio management. www.trxpert.com

Key Features:

Prioritize tax minimization and cost reduction. Factor in minimum trades, transaction costs, cash needs, capital gains minimization and limitations, tax loss harvesting, location optimization, and more. Effect changes across client base. The patented Analysis Expert feature in TRX enables advisors to view their entire client base on one screen and then sort for which accounts or households are out of guidelines and need rebalancing. The sorting capability can be used to identify ''transaction triggers'' for client needs and opportunities, such as:

  • Excess cash that needs to be invested
  • Cash that needs to be generated for distribution reasons
  • Tax loss harvesting opportunities
  • Asset class rebalancing needs
  • Asset subclass rebalancing needs

Quantify client benefits and savings. Demonstrate to clients the savings generated from tax lot identification, tax loss harvesting, location optimization and capital gains distribution avoidance.

Avoid short-term gains and wash sales. Reduce taxes permanently through TRX's location optimization and short-term gain avoidance. TRX strategies can allocate tax-inefficient asset classes to retirement accounts and IRAs while placing tax-efficient asset classes in taxable accounts.

Manage clients' outside assets. Include 401(k)s and annuities in the rebalancing process.

Integrations. TRX is integrated with all of the industry's leading portfolio management systems, including Portfolio Center, Black Diamond, Orion, Morningstar, FinFolio and more.

More Information

Follow us on

Contact for Additional Product Information

Karyn Davenport

director of marketing

(619) 294-4879 ext. 224


To be included in the directory, submit your product here. For questions, please contact the InvestmentNews Data team at IN-data@investmentnews.com.

For information about an enhanced product listing, please contact Ayana Reid at (212) 210-0774 or areid@investmentnews.com.