Customer Feedback
"TRX will improve our firm’s capacity and benefit 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.
"The TRX system will allow advisors to stay intimately in touch with all client (household) portfolios with a click on their keyboard—more powerful and timely information than has ever been available."
Joseph J. Cohen, CFP
HoyleCohen, LLC
"We are continually seeking ways to increase our value to clients and to improve our productivity. TRX is one of those rare 'win-win' tools that does both effectively. We are pleased someone is finally offering a rebalancing and tax optimization tool that is easy to use, is relatively painless to set up, and demonstrates clear incremental value to our clients."
Mark Delfino, Managing Director
HoyleCohen, LLC
