RIA Industry Technology Veteran Joins TRX as Director of Marketing

January 21, 2013
20 Year Technology Veteran, Karyn Davenport to Lead Marketing for Growing Portfolio Rebalancing Software Firm
Total Rebalance Expert (TRX) announced today that Karyn Davenport joined the firm as Director of Marketing. Davenport brings 20 years of advisor technology experience in a variety of marketing, client service and sales roles to TRX, the industry’s largest independent portfolio rebalancing technology firm. Davenport's most recent role was as Director of Marketing and Sales for Back Office Support Services (BOSS).
“We are delighted to expand our executive ranks by bringing on someone with Karyn’s experience, talent and knowledge of the independent advisor landscape,” said Sheryl Rowling, CEO and co-founder of TRX. “With our growing success in the industry, we are investing in our technology platform and people to create an even better experience for advisors and Karyn will play a key role in delivering those messages.”
While at BOSS, an outsourced data administration for independent advisors, Davenport successfully grew sales and increased the positioning of BOSS in the industry. Prior to BOSS, Davenport served as Regional Director and EVP of Business Development for Albridge Solutions. Davenport began her career with Financial Computer Support, Inc., the makers of the industry’s legacy portfolio management system, dbCAMS+.
“I’m looking forward to applying my two decades of experience in advisor technology to engage advisors in the portfolio rebalancing process, work with our industry partners to expand the TRX platform, and enhance the TRX client experience,” said Davenport.
TRX has recently experienced growing momentum in the industry evidenced by the granting of a patent for its innovative, “Analysis Expert” functionality along with the successful integrations with all of the industry’s leading portfolio management systems, including Morningstar Office, Portfolio Center, Orion, Black Diamond and others.
“The reception from the industry for TRX is quite gratifying and we are looking forward to expanding on our success going forward,” said Rowling. “Bringing on Karyn to help in that effort will jumpstart our growth."
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