Customer Feedback
The team at Yolles, Toal & Post - Diversified Portfolios is all smiles because TRX software makes their job of managing client’s portfolios so much easier. They know that TRX Rocks!
Left to right in the picture is: Tim Cheng, Brewster Smith, Tom Post, Ron Yolles, and Bob Toal.
Diversified Portfolios
-Bloomfield Hills, MI
"TRX has massively improved the productivity of our practice. We’ve been able to refocus energies towards practice growth. Our asset allocations models are complex, often customized, and include advanced cash management techniques. TRX has no trouble handling our complexities. Also, we’ve been able to engage in multi-custodian household level asset allocation and rebalancing. This really is a ‘WOW’ feature."
Paul Carroll
Efficient Wealth Management
-The Woodlands, TX
"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 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
