Getting maximum value that's worth every minute of your time

We designed our tRx and tPx software to be affordable and sophisticated tax efficient rebalancing and portfolio management solutions for advisors.  tRx is priced based on a combination of factors including number of households, complexity of accounts and each advisors’ unique situation. 

We also include unlimited support, making the total cost of ownership for any TRX product a true value in the industry. 

Your time is precious, and is worth more than filling out spreadsheets, double- and triple-checking for errors. That's the value of TRX. We encourage you to contact us for a customized quote.

Contact us for a quote

Let us show you the power of Total Rebalance Expert
What others are saying about TRX

"We were able to build such a complex trading rationale into [tRx] that the trade proposals have an integrity to our process that we can trust."

Wendy Wildey, Hearthstone Private Wealth Management