Add capacity without adding employees.
Focus your time on strategy and business growth.
Prioritize tax minimization and cost reduction.
Factor in minimum trades, transaction costs, cash needs, capital gains minimization and limitations, tax loss harvesting, location optimization, and more.
Effect portfolio changes concurrently among clients.
Reduce the time you spend on rebalancing and effecting portfolio changes by weeks. Your clients will receive equivalent, timely service.
Manage clients’ outside assets such as 401(k)s and annuities.
Maintain accuracy & consistency, and document trades online.
TRX: Deliver Results and Satisfaction to Clients
Increase gross and net returns.
Position your clients to make more money. By minimizing taxes, TRX increases clients’ net after-tax returns.
Quantify client benefits and savings.
Demonstrate to clients the savings generated from tax minimization, tax loss harvesting, and location optimization.
Avoid short-term gains and wash sales.
Use TRX to automatically choose alternative tax lots over short-term gains when selling out of taxable accounts. TRX will not purchase securities identical to positions sold at a loss within 30 days.
Minimize long-term taxation.
Reduce taxes permanently through TRX's location optimization and short-term gain avoidance. TRX strategies allocate tax-inefficient asset classes to retirement accounts and IRAs while placing tax-efficient asset classes in taxable accounts.