Review Detail
Overall rating
4.7
Trading Features
5.0
Reporting
4.0
Managing For Tax Efficiency
5.0
Household Rebalancing
5.0
Tax Loss Harvesting
5.0
Trade Order Reconcilliation
4.0
Integrations
4.0
Security
5.0
Training
5.0
Support
5.0
Pricing
5.0
Excellent Product and Service
If you want a high quality solution to leverage your time and ability to grow your practice, I would strongly recommend talking with Sheryl Rowling and her team at TRX. My only complaint is that we did not find TRX earlier. We have wasted many hours on the trading and review process and I look forward to the continuous benefits that TRX will provide to make our practice as efficient as possible.
User Review
The Good
- Easy to implement
- Excellent service and support from TRX staff
- User friendly and understandable
- Competitive Pricing
- Excellent service and support from TRX staff
- User friendly and understandable
- Competitive Pricing
The Bottom Line
Highly recommended. We have been using TRX for a little over a month now and the benefits are already showing. A more efficient trading and trade review process, more discipline to our portfolio management approach and we are savings hours per week using TRX instead of our old spreadsheets.
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