Total Rebalance Expert

TRX is currently used by over 50 firms nationwide with over $7 billion in AUM. TRX is the exclusive rebalance choice for AdvisorNet group of 275 firms. TRX is right for all size firms: 80 percent of TRX firms have AUM of $100-$300, with the largest firm at $600 million.

Our Client Sweet Spot: Designed for Advisors who implement asset allocation utilizing primarily mutual funds and ETFs, who 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 (patent pending)
-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 (patent pending)
-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
-Affordable