Total Rebalance Expert (TRX) and FinFolio, Inc., Form Strategic Partnership

San Diego, CA and Denver, CO (PRWEB) January 09, 2013

FinFolio and Total Rebalance Expert announced today the completion of a joint software integration project between the two technology platforms. TRX and FinFolio provide rebalancing and portfolio management software for financial advisors and asset management firms.

FinFolio and Total Rebalance Expert announced today the completion of a joint software integration project between the two technology platforms. TRX and FinFolio provide rebalancing and portfolio management software for financial advisors and asset management firms. The integration between the two technology companies will benefit shared clients by enabling users to seamlessly share reconciled FinFolio portfolio data with TRX for the purpose of streamlining, simplifying and enhancing rebalancing capabilities.

“As a practicing financial advisor, I know first-hand the power of having an integrated solution when it comes to portfolio management and rebalancing,” said TRX CEO Sheryl Rowling. “This new technology integration between TRX and FinFolio will save advisors time, freeing them up to focus on managing their client relationships and growing their firms.” 

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