TRX and Morningstar Announce Partnership


Morningstar to Add Portfolio Rebalancing Capability for Independent Financial Advisors, Powered by Total Rebalance Expert

CHICAGO, June 2, 2015—Morningstar, Inc. (NASDAQ: MORN), a leading provider of independent investment research, is working with Total Rebalance Expert (TRX) to add rebalancing functionality to Morningstar Office, the company’s practice and portfolio management system for independent financial advisors. TRX is a leading account rebalancing software company that provides financial advisors with automated, tax efficient rebalancing capabilities to simplify and enhance portfolio management.


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