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TRX Unplugged: What happens when a tech provider eschews formality and unplugs for the day
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Manage episode 157897004 series 1236085
Total Rebalance Expert, or TRX, is widely known for its impeccable portfolio rebalancing and tax management features. After all, TRX was born from Sheryl Rowling’s own need for an extremely precise tool to manage the demands of her RIA and CPA businesses.
But what escapes many advisers is the company’s culture born from the land of eternal summer, aka San Diego.
TRX lacks the institutional swagger of its larger counterparts, including iRebal from TD Ameritrade Institutional and Tamarac Advisor Rebalancing from Envestnet, but focuses on delivering value with its product line, where attention to detail and accuracy down to the penny and fractional share is vital.
So what happens when TRX decides to let its collective hair down and focus on education and value for its customers? You get TRX Unplugged.
Watch the coverage of TRX Unplugged above to gain a sense for how the company supports its advisor relationships and courts prospective firms with its deliberate relaxed attitude and atmosphere.
50 episoder
Fetch error
Hmmm there seems to be a problem fetching this series right now. Last successful fetch was on February 27, 2024 05:50 ()
What now? This series will be checked again in the next day. If you believe it should be working, please verify the publisher's feed link below is valid and includes actual episode links. You can contact support to request the feed be immediately fetched.
Manage episode 157897004 series 1236085
Total Rebalance Expert, or TRX, is widely known for its impeccable portfolio rebalancing and tax management features. After all, TRX was born from Sheryl Rowling’s own need for an extremely precise tool to manage the demands of her RIA and CPA businesses.
But what escapes many advisers is the company’s culture born from the land of eternal summer, aka San Diego.
TRX lacks the institutional swagger of its larger counterparts, including iRebal from TD Ameritrade Institutional and Tamarac Advisor Rebalancing from Envestnet, but focuses on delivering value with its product line, where attention to detail and accuracy down to the penny and fractional share is vital.
So what happens when TRX decides to let its collective hair down and focus on education and value for its customers? You get TRX Unplugged.
Watch the coverage of TRX Unplugged above to gain a sense for how the company supports its advisor relationships and courts prospective firms with its deliberate relaxed attitude and atmosphere.
50 episoder
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