Support, training, conferences, webinars and more

Support and training

TRX is more than just a rebalancing software company. And TRX does much more than provide you with portfolio accounting, management, reporting and portal tools. We’re here to help you add to your success. That’s why we provide individualized training and include unlimited support.

Live telephone support is available Monday through Friday and email support is available everyday, all day (holidays included). For "rebalancing emergencies" after hours, just email

For a library of tRx Edge tutorial videos click HERE.


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

"tRx has helped to improve client satisfaction and bring in new clients because clients like the fact that continuous monitoring is occurring …and [they] specifically want this type of discipline."

Bill Parsons, Mainsail Asset Management