Total Rebalance Expert

Outgrown your spreadsheet?

Simplify your portfolio management
with Total Rebalance Expert

Rebalance Now

You want results. You want efficiency. You want tRx (Total Rebalance Expert). Get up and running immediately. Keep tabs on your clients every day – in minutes. Analysis Expert gives you everything you need on one screen. It's that easy.

A special message from Bill Winterberg

Click HERE to visit and learn more about this years TRX: Unplugged.

What others are saying about TRX

"Total Rebalance Expert, our solution for portfolio rebalancing, has what we need to lower costs for our clients and enable tax efficiencies, both of which contribute to total client returns without adding incremental risk."

Dave O'Brien, O'Brien Financial Planning
Who's behind TRX

We are no ordinary team. We are a group of dedicated, experienced professionals led by one of the most recognized CPA/RIAs in the industry. We are more than just a rebalancing software company. We are Team TRX.

TRX Happenings
Morningstar, Inc. Completes Acquisition of tRx Investment Portfolio Rebalancing Platform

CHICAGO, Nov. 2, 2015 /PRNewswire/ -- Morningstar, Inc. (MORN), a leading provider of independent investment research, has completed its previously announced acquisition of Total Rebalance Expert (tRx), an automated, tax-efficient investment portfolio rebalancing platform for financial advisors, from FNA, LLC.

TRX Events