Top Executive: Sheryl Rowling, CPA/PFS
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
Q&A:What is the service or product you offer to RIAs? Total Rebalance Expert is the most tax efficient and easy to use auto-rebalancing software, designed by an industry leading CPA advisor for advisors to simplify portfolio management. TRX is revolutionizing the way advisors do business by automating the rebalancing process through advanced technology.
TRX is easy to implement and user friendly: Quick installation and startup, intuitive user interface, avoids unneeded complexity (functionality required for active managers, market timers).
TRX is currently used by nearly 300 firms nationwide with over $23 billion in AUM. TRX is right for all size firms: 80 percent of TRX firms have AUM of $200-$500, with the largest firm at over $3 billion.
Simplify the Juggle:How do you differentiate your offering from competitors? Designed for Advisors who implement asset allocation and desire tax efficiency. TRX works especially well with CPAs and DFA advisors.
TRX Features Not Available in Other Rebalancing Software:
• Analysis Expert screen shows instant snapshot view of all clients, allowing immediate identification of households requiring action
• Rebalance with or without location optimization
• Automated capital gain distribution avoidance
• Client-friendly reports including year-to-date tax benefit summaries
TRX is Tops in Tax Efficiency:
• Household level management
• Avoids short-term gains
• Avoids wash sales
• Sells from highest cost lots first
• Applies location optimization consistent with Advisor’s preferences
• Capital gain distribution avoidance
• Also avoids redemption fees, considers minimum transaction parameters
TRX Provides All Necessary Functionality!
• Automated rebalancing
• Automated cash management, including invest/withdraw cash, set-aside cash, periodic distributions
• Automated tax loss harvesting
• Seamlessly manage outside accounts, such as 401(k) accounts
• Multiple users
• Paperless workflow documentation
Orion Advisor Services inks licensing deal to close the rebalancing gap with Tamarac and Black DiamondEric Clarke makes Total Rebalance Expert one with his portfolio accounting software to assuage CPAs and other tax-minded advisors
|Tim Kochis and the virtual Moss Adams all-stars brought firepower to the 2nd annual Business and Wealth Management Conference|
|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 will give a speech and Shareholders Service Group will make noise in the marketplaceOver 300 independent RIAs are expected in San Diego along with Spenser Segal, Lou Stanasolovich, Bob Veres and Norm Boone
AdventConnect Report: Black Diamond will sell rebalancing software and better reporting on alternative investmentsThe Advent Software division will still collaborate with RedBlack and iRebal but some RIAs will switch to the new Black Diamond offering
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