By being an independent rebalancing platform, TRX is hoping to become a major player among portfolio rebalancing programs.
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Total Rebalance Expert (TRX) has integrated its portfolio rebalancing software with Morningstar Office, which is a platform with research and analytical data on mutual funds, stocks and other investments, reports advisors4advisors.
By being an independent rebalancing platform, TRX is hoping to become a major player among portfolio rebalancing programs.