Total Rebalance Expert (TRX)® is a rebalancing software solution for RIAs who adhere to Modern Portfolio Theory (asset allocation). TRX is revolutionizing the way advisors do business by automating the rebalancing process through advanced technology.
The program is designed to bring portfolio management to a new level with features such as Analysis Expert and Tax Loss Harvesting, both at the touch of a button. The speed at which meaningful decisions can be made enables Advisors to significantly grow their practices because they can serve more investors, delivering very high-quality services.
Developed 2007-08, TRX is the brainchild of Sheryl Rowling and Cheryll Lurtz. In her professional practice, Sheryl saw the need for an automated rebalancing tool that could be easily integrated with an Advisor’s existing practice. She set out to create a simple yet powerful investment allocation analysis software that could be up and running with minimal set-up, and easily operated by anyone in the Advisor’s office.
Cheryll, a seasoned programmer with a financial background, teamed up with Sheryl—a CPA and Personal Financial Specialist—who contributed her extensive financial planning and investment advisory knowledge to the functional performance of TRX. They each have three decades of experience in their respective specialties. Together, they brought their vision to fruition.Read more about Sheryl and Cheryll.