Top Executive: Sheryl Rowling, CPA/PFS http://www.trxpert.com
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 Karyn@TRXpert.com
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.
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