Just Released! Return On Technology White Paper Hot

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The report, “Measuring the Return on Technology Investment: Total Rebalance Expert” is an update to an earlier study on the cost savings, capacity increases and business development opportunities of using technology to streamline portfolio rebalancing. The report documents various areas of savings and revenue opportunities including,


  • Reduction of personnel hoursR
  • Reduction of errors
  • Greater quality control and consistency
  • Greater responsiveness to client needs and market changes
  • Greater tax efficiency
  • Increased client satisfaction
  • Increased client base and revenue


Based on these efficiencies and translating them into direct cost savings, increased capacity and incremental revenue opportunities, advisors can achieve on average $587,000 in savings and revenues, according to the report.


The white paper points out that “ most advisors attempt rebalancing using only rudimentary spreadsheets and hand calculationsWhen rebalancing by hand, advisors are limited by capacity. The advisor must choose between increased complexity and time-consuming calculations, rebalancing less frequently or even simplifying the calculations (for example, by ignoring tax saving strategies).


Despite the evidence of the benefits of automating rebalancing, the majority of advisors are not using a portfolio rebalancing technology solution.  According to several industry studies; the usage is less than 5-10% industry wide.  Based on the results of the study, use of automated rebalancing should be growing at an accelerated pace. The white paper clearly shows that advisors can feel comfortable in adopting rebalancing technology, knowing that it will pay them back many times over.


The report, based on in-depth interviews with TRX users and a quantification of the many benefits of automated portfolio rebalancing, is available on the TRX website:  http://www.trxpert.com/roti/ls_contact.php/ .

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