Review Detail

Sheryl's tax strategies are spot-on! And her TRX software will help make those decisions and actions easy. Only problem is that TRX only works with Portfolio Center...and many more advisors are on Albridge (see Joel Bruckenstein's article in the December issue of Financial Planning magazine). I think about 17% of advisor use Albridge (and growing) and 6% use Portfolio Center (and falling). I wish I could use TRX but will probably go with Red Black, Folio Dynamics (Pershing's integration) or Trade Warrior - whichever is ready first.