News, Vision & Voice for the Advisory Community


How Sheryl Rowling and Cheryll Lurtz turned a blistering walk-a-thon into Total Rebalance Expert

100-degree temps and company of an old friend with a knack for software coding blossomed into a business that has competitors on their toes

Author Brooke Southall June 8, 2012 at 5:05 AM
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Sheryl Rowling and Cheryll Lurtz sold rebalancing software to 100 RIAs in three years -- next stop, Capri, Italy

Shawn Gardell

Shawn Gardell

June 10, 2012 — 6:14 PM

Although it is true that TRX works well with DFA and CPA advisors, a significant percentage of our clients are neither. TRX is right for virtually any advisor that believes in asset allocation and wants tax efficiency.

Bill Winterberg

Bill Winterberg

June 14, 2012 — 3:10 PM

TRX recently surveyed 20 of their users and they reported that they’ve achieved $325,000 in annual cost savings by using the rebalancing program. Per year!

I posted a technical review of TRX recently in Morningstar Advisor:
<a href="http://www.morningstar.com/advisor/t/57647335/one-tool-with-six-figure-savings-potential.htm" rel="nofollow">http://www.morningstar.com/advisor/t/57647335/one-tool-with-six-figure-savings-potential.htm</a>



June 26, 2014 — 9:06 AM

Alternatively of cryptic commands to accomplish complex operations, the Apple apple iphone has incorporated several 'smart’ functions, such because the ability to magnify and reduce display images by “pinching” or “squeezing” the iPhone’s display display. It incorporates an ambient light sensor which automatically adjusts lighting levels in reaction towards the lighting around, preserving battery life and making the display straightforward to look at.Apple Ipod Classic 160 Gb Black 7th Generation



June 26, 2014 — 10:31 AM

The fight in dimensions between your amusement park titans is won by Walt Disney Environment in Orlando. Walt Disney World includes about 30,000 acres of land, mostly undeveloped. Because the number of site visitors in just the Orlando amusement park increases, the improvement of new leisure parks is a lot quicker.

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Portfolio Management System, CRM Software, Trading/Rebalancing
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