Customer Feedback
"TRX improves our firm’s capacity and benefits all our clients. I’m so excited about TRX—I think you have a duty to bring this program to other advisors!"
Sandra M. Cleveland, CCPS, CFP®
Professional Asset Strategies, LLC Birmingham, AL
"TRX is elegant in its simplicity."
Dr. William G. Droms, CFA, Co-Chairman of Droms Strauss Advisors, Inc., and the John J. Powers, Jr. Chair Professor of Finance and International Business at Georgetown University’s McDonough School of Business
"Systematic and 'on-demand' ability to view and rebalance accounts makes delegation of rebalancing and trading easier."
Steven N. Strauss, CPA/PFS, Co-Chairman of Droms Strauss Advisors, Inc., and Member of Integrated Financial Solutions, LLC, an accounting, tax and consulting firm in St. Louis, Missouri.
"TRX picks up where DFA leaves off in helping us deliver best of breed portfolio management to our clients. TRX maximizes the efficiency and value added benefits of a low cost passive investment strategy by allowing us to opportunistically rebalance and optimize asset location within the client's portfolio.
Bill Parsons, CPA/PFS, Managing Member
Mainsail Asset Management LLC
"We went from software installation to fully functioning in a week and a half. TRX has relieved the time that our firm spent reviewing asset allocations client-by-client once a quarter to quickly glancing at a one page report which shows the drift of all of our clients' portfolios every day."
Ryan Callan, COO
Callan Capital
"TRX is not only the best tool we've seen for rebalancing for our firm, its big advantage is how quickly we were able to go from installation to actual implementation. TRX is brilliant and has tremendously streamlined our practice!”
Anthony G. Ferreira, CFP®
Trovena
"Sheryl's TRX product helped our firm make great strides in productivity. Both Sheryl and her staff have also been extremely responsive to our needs. I'd give TRX a 10 out of 10 on our business partner ratings scale."
Christopher Van Slyke, CFP®, Partner
Trovena
"After evaluating five potential rebalancing solutions, we chose TRX. TRX was the only product that was affordable, quick to learn and implement, and provided the location optimization and tax harvesting features we needed. The installation went smoothly and we were rebalancing within 24 hours. The reports that show tax savings will help us demonstrate additional value and return for our clients."
David Firth, CFP®
Opes Advisors
"The functionality and ease of use has exceeded our expectations; installation was fast and efficient and the training and support has been top notch. We are enthusiastic TRX users and our clients will benefit."
Ed Runyon, CFP®, Principal
Waypoint Advisors
"TRX has delivered on the promise of a rebalancing tool that is built from an advisor's perspective, allowing advisors to rebalance portfolios in less time and with more accuracy. TRX's easy-to-use, flexible solution quickly rebalances, deploys or generates cash, and harvests tax losses - consistently, efficiently, and with documented tax benefits!"
Chuck Bowes, CFP®, Principal
Waypoint Advisors
