Measuring the Return on Technology Investment 2015: Total Rebalance Expert white paper01/12/16
Learn how TRX can give your firm over $500,000 return on investment.
Investment advisors need technology to grow and better manage
their practices. However, many advisors are reluctant to take on
new technology due to the cost and time involved as well as the
uncertainty of future benefits. Even if an advisor is willing to
consider new technology, the quantity of tools and solutions
offered can cause decision-making to be difficult and, seemingly,
not worth the effort.
For the majority of investment advisors, rebalancing is the most
time-consuming and error-prone part of the business. It is
repetitive and requires consideration of multiple variables at once.
When time is precious, why haven’t advisors jumped to automate
rebalancing? The answer may be simple: cost and complexity.
Total Rebalance Expert® has sought to solve the rebalancing
dilemma for advisors. Total Rebalance Expert is the most tax
efficient and easy to use auto-rebalancing software, designed by
an industry leading CPA advisor for advisors to simplify portfolio
management. With the introduction of the web-based Edge
program, advisors can access account management anytime,
anywhere on any device. This White Paper attempts to quantify
and illustrate the benefits, relative to cost, of utilizing Total
This study was based on a survey of and interviews with current
users of Total Rebalance Expert. Click HERE to download the PDF.