Sheryl L. Rowling is Chief Executive Officer of Total Rebalance Expert, a rebalancing software solution designed to bring portfolio management to a new level with features such as Analysis Expert and Tax Loss Harvesting, both at the touch of a button. TRX enables advisors to significantly grow their practices through the efficient delivery of high-quality services. read more ...
Custodians are giving away lots of great stuff for free! And, isn’t free better than shelling out money? It would be nice to say yes, and I’m sure many of you would like the answer to be yes. However, the old adage remains true: There is no such thing as a free lunch.
I am bringing up this issue because custodians have begun to offer RIAs rebalancing software for free, and they are trying to compete with independent vendors like my company, which makes Total Rebalance Expert.
Sheryl L. Rowling is Chief Executive Officer of Total Rebalance Expert, a rebalancing software solution designed to bring portfolio management to a new level with features such as Analysis Expert and Tax Loss Harvesting, both at the touch of a button. TRX enables advisors to significantly grow their practices through the efficient delivery of high-quality services.