In The News
TRX Debuts New Website
Sept. 8, 2008 — Live in September 2008, the site features an interactive walkthrough of the portfolio rebalancing software and highlights the distinct advantages of Total Rebalance Expert (TRX)TM.
The first pre-sale of the software was complete in August 2008, and the formal launch is scheduled for January 2009, once beta testing is complete.
In the meantime, read what some of our beta testers are saying.
Upcoming Conferences:
AICPA Advanced Personal Financial Planning Conference Jan 18-21
Technology Tools for Today Conference Feb 26-28. Update on Rebalancing Software panel: Sheryl Rowling (Total Rebalance Expert), Darby Armont (Richard Slaughter Assoc.), Barrett Ayers (Adhesion Wealth Advisor Solutions).
