SOURCE: Total Rebalance Expert

Total Rebalance Expert

September 16, 2010 19:33 ET

Total Rebalance Expert® (TRX®) Announces Return on Technology White Paper

Advisors Unanimous That TRX Automation Provides Substantial Benefits vs. Cost

SAN DIEGO, CA--(Marketwire - September 16, 2010) - Total Rebalance Expert (TRX), the affordably priced, user-friendly rebalancing solution, today announced the release of its white paper, "Measuring the Return on Technology of Total Rebalance Expert." The study, authored by TRX co-founders Sheryl Rowling and Cheryll Lurtz, quantifies and illustrates the benefits of utilizing TRX, based on a survey of current users.

Interviews were conducted with investment advisory firms ranging in size from $20 million to $250 million AUM in locations from California to Florida. 90% to 100% of TRX users found moderate to huge impacts in the areas of:

  • Freeing up resources
  • Client tax savings
  • Improving quality control
  • Decreasing rebalancing time, and
  • Decreasing trading time

According to the white paper, the annual savings from TRX is approximately $400,000 and the three-year return on technology investment (ROTI) is over 33 times the cost of the software. TRX produced average labor savings of 300 hours annually and increased AUM capacity by an average of $50 million.

Ed Runyon, principal at Waypoint Wealth Partners, stated, "Manual rebalancing with homemade spreadsheets was too time-consuming and overly burdensome. We felt that we were losing control of our main 'value-add' for clients." Runyon added that "TRX eliminated our concerns with lack of accuracy, timeliness and thoroughness."

Per Ryan Callan, Chief Operating Officer of Callan Capital, "At this point [TRX] is indispensible. I'm able to come in and take a quick look at our households and see what needs to be done. It takes about five minutes."

TRX's considerable savings combined with its high functionality were designed into the program. According to co-creator and Chief Information Officer Cheryll Lurtz, "My goal is to automate and improve on the manual tasks in a way that is practical, user-friendly and supports consistent transactions."

About Total Rebalance Expert (TRX)
TRX software is the affordable, user-friendly rebalancing software solution designed to bring portfolio management to a new level with features such as Analysis Expert and Tax Loss Harvesting, all at the touch of a button. The speed at which meaningful decisions can be made enables Advisors to significantly grow their practices, while improving efficiency and quality. Learn more at The White Paper is available at

Contact Information

  • Contact:
    Sheryl L. Rowling
    619-294-4879, ext. 202
    Email Contact
    (Sheryl is available for interviews)