Reviews written by edr949

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Total Rebalance Expert
Rebalancing
edr949edr949   March 15, 2010
Overall rating 
 
 
5.0
Trading Features 
 
 
5.0
Reporting 
 
 
5.0
Managing For Tax Efficiency 
 
 
5.0
Household Rebalancing 
 
 
5.0
Tax Loss Harvesting 
 
 
5.0
Trade Order Reconcilliation 
 
 
5.0
Integrations 
 
 
5.0
Security 
 
 
5.0
Training 
 
 
5.0
Support 
 
 
5.0
Pricing 
 
 
5.0

Efficient and flexible, TRX delivers as promised

Prior to TRX our firm manualy rebalanced accounts using homegrown spreadsheets. We knew this was inefficient and inconsistent. Also, the thought of manually doing tax loss harvesting, security location...

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