Software Features & Benefits

iRebal

Tamarac

TRX

Rebalancing,
location optimization,
cash management,
tax loss harvesting

Multiple models, multiple custodians, family groups

Avoid short-term gains & minimize taxable gains

Avoid redemption fees & minimize transaction costs

Program resides “in-house”

Fast installation & start-up—
in as little as 2 weeks*

Designed by award-winning CPA/PFS NAPFA Advisor

Manage clients’ outside accounts through discount relationship with ByAllAccounts

Designed exclusively to integrate with Schwab PortfolioCenter®