Company Information

Get to know Total Rebalance Expert now part of Morningstar!

Originally founded in 2008 as Total Rebalance Expert (TRX), the company was a pioneer in creating automated, tax-efficient rebalancing software for financial advisors. In June 2015, Morningstar, Inc. acquired TRX to integrate its advanced rebalancing capabilities into Morningstar's suite of wealth management and advisory tools. Today, Morningstar TRX operates as a key product within the Morningstar Wealth Platform, helping registered investment advisors (RIAs) and wealth managers improve efficiency and deliver better after-tax returns for their clients through systematic and customized portfolio management.

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Technology Software DevelopmentPRIMARY
Financial Other Service

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Total Rebalance Expert now part of Morningstar!

United States

Founded in

2007 (19 Years)

Founded

Last online: No recent activity

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BridgerPay

(180 reviews)

Cyprus

2017

(9 years)

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A Grade License

Issued by globally renowned regulators, these licenses ensure the highest trader protection through strict compliance, fund segregation, insurance, and regular audits. Dispute resolution and adherence to AML/CTF standards further enhance security.

B Grade License

Granted by respected regional regulators, these licenses offer robust safety measures such as fund segregation, financial reporting, and compensation schemes. Though slightly less strict than Tier 1, they provide dependable regional protection.

C Grade License

Issued by regulators in emerging markets, these licenses offer basic protections such as minimum capital requirements and AML policies. Oversight is less stringent, so traders should exercise caution and verify safety measures.

D Grade License

From jurisdictions with minimal oversight, these licenses often lack key protections like fund segregation and insurance. While attractive for operational flexibility, they pose higher risks to traders.

TrustFinance is not a licensed financial advisor and is not affiliated with any financial institutions in your region. We encourage you to do your own research before making any investment decisions.