FirstPoint Partners is a boutique consulting and recruiting firm that serves financial advisors transitioning to and/or within an independent, hybrid or RIA business model. We use a consultative approach when helping advisors select from the myriad of options available to them.Read More »
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 ...Read More »
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