sponsored by:

Total Rebalance Expert
Filed under: Trading/Rebalancing


Company info:

Top Executive: Sheryl Rowling, CPA/PFS
http://www.trxpert.com
619-294-4879
8889 Rio San Diego Dr Ste 202
San Diego, CA 92108

RIA department info:

Contact: Karyn Davenport
Director of Marketing
619-294-4879 ext. 224

Related listings:

Total Rebalance Expert
filed under: Trading/Rebalancing


Related articles:

Sheryl Rowling and Eric Clarke will join their softwares at the hip.

Orion Advisor Services inks licensing deal to close the rebalancing gap with Tamarac and Black Diamond

Eric Clarke makes Total Rebalance Expert one with his portfolio accounting software to assuage CPAs and other tax-minded advisors
Bob Veres engages CEO of Moss Adams Wealth Advisors Rebecca Pomering and Tim Kochis, former CEO of Aspiriant, on issues of scale.

Veres and Bruckenstein lure big RIAs to Denver to discuss getting even bigger

Tim Kochis and the virtual Moss Adams all-stars brought firepower to the 2nd annual Business and Wealth Management Conference
Sheryl Rowling and Cheryll Lurtz sold rebalancing software to 100 RIAs in three years -- next stop, Capri, Italy

How Sheryl Rowling and Cheryll Lurtz turned a blistering walk-a-thon into Total Rebalance Expert

100-degree temps and company of an old friend with a knack for software coding blossomed into a business that has competitors on their toes
Charles Goldman has kept a low profile but maintains an intense interest in the RIA business

Charles Goldman will give a speech and Shareholders Service Group will make noise in the marketplace

Over 300 independent RIAs are expected in San Diego along with Spenser Segal, Lou Stanasolovich, Bob Veres and Norm Boone
Ted Rich will consider switching from RedBlack's rebalancing software to the new Black Diamond offering.

AdventConnect Report: Black Diamond will sell rebalancing software and better reporting on alternative investments

The Advent Software division will still collaborate with RedBlack and iRebal but some RIAs will switch to the new Black Diamond offering

Closed ArrowEdit this listing

If you are the owner of this listing, you can edit the contents and billing information. First, we have to verify via email that you are the owner: