Total Rebalance Expert Integrates with Orion Advisor Services

New data integration streamlines portfolio rebalancing process for financial advisors

Oct 09, 2012, 11:37 ET from Orion Advisor Services, LLC

SAN DIEGO and OMAHA, Neb., Oct. 9, 2012 /PRNewswire/ -- Total Rebalance Expert (TRX) and Orion Advisor Services, LLC, announced today the availability of data integration between the two leading technology platforms for financial advisors.  The new integration will enable advisors to automatically bring over Orion portfolio data into TRX to streamline and simplify the rebalancing process.

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"In today's environment, advisors need tools to manage volatile markets," said Sheryl Rowling, CEO of Total Rebalance Expert.  "Automated portfolio rebalancing technology enables advisors to identify and take advantage of market opportunities, and now with our integration with Orion, firms will be able to do that quickly and easily with high quality data."

Total Rebalance Expert is the industry's largest, independent portfolio rebalancing platform and provides advanced capabilities for tax-efficient investment management.  Due to the many complexities and decisions involved in rebalancing client portfolios, advisors who have adopted automated rebalancing software to streamline this process have a much more agile infrastructure, allowing them to save time, eliminate errors and rebalance more frequently to take advantage of market opportunities.

Orion Advisor Services provides the process-driven operational solutions that advisors need to facilitate and handle business growth.  The firm was established by and for advisors to give them the opportunity to spend more time on client relationships and less time on back-office operations.  Orion Advisor Services accomplishes this by making tasks such as fee billing, trading, reconciliation and new account set-up much more efficient.  The firm works with hundreds of advisors, managing more than $70 billion in assets for over 500,000 accounts.

"Orion is committed to integrating with best-in-breed solutions to expand the usability of our portfolio accounting platform," noted Eric Clarke, President of Orion Advisor Services.  "This partnership with Total Rebalance Expert further reinforces our commitment to streamline portfolio rebalancing and other back-office functions for our advisor clients."

Key aspects of the technology integration between TRX and Orion include the availability of accounts, securities and classifications, transactions and tax lot data from Orion seamlessly accessed by TRX via a single-click import process.

With this data automatically uploaded into TRX, advisors can use modern portfolio theory-based rebalancing to enable tax efficiency by avoiding short-term gains, quickly detecting tax loss harvesting opportunities, avoiding wash sales and choosing to minimize long-term taxation using location optimization features.  Additionally, the advanced functionality in TRX for analyzing portfolios will be enhanced through the integration of Orion's data feeds.

"In our process of managing client portfolios, we often need to rebalance portfolios at a household level for accounts held at multiple custodians," said Paul Carroll, Principal of Efficient Wealth Management in The Woodlands, TX.  "TRX provides us with this advanced functionality and combined with Orion's high quality, clean data, we can simply and easily manage this process.  Otherwise, we would be back to complicated spreadsheets and a lot of manpower to accomplish the same thing." 

"The Orion integration is just one of the many technology partnerships we have developed to make the Total Rebalance Expert platform even more valuable to advisors.  Currently, TRX counts six leading portfolio management systems as integration partners and we believe that the combination of automated rebalancing integrated with portfolio management data enables advisors to provide an even higher level of service to their clients, while saving them time, money and creating a back-office that can scale with their growth," concluded Rowling.

About Total Rebalance Expert

Founded in 2008, TRX is the industry's leading independent, portfolio rebalancing software platform. TRX provides financial professionals with a tax efficient and robust online software solution that provides advanced functionality to streamline the rebalancing process.  Designed by an industry leading CPA advisor, TRX automates the complexities involved in rebalancing portfolios, enabling advisors to save time, eliminate errors and free them up to grow their firms and better serve their clients.  TRX is headquartered in San Diego, CA with an office in Kansas City, MO.

About Orion Advisor Services

Orion Advisor Services, LLC, is the premier portfolio accounting service provider founded by and for investment advisors.  Orion's mission is to liberate advisors from their back offices so they can enjoy the client relationship side of their business again.  Process-driven solutions bring efficiencies to operational areas including new account set-up, trading, reconciliation, fee billing and client communications.  Orion services feature the integration, scale and customization advisors need to support business growth.

Founded over a decade ago, Orion was formed to address the technology needs of its sister company, a fee-only independent registered investment advisor whose growth was constrained by its existing portfolio management platform.  Unable to find the right solution, Orion built its own.  Today, the firm empowers hundreds of advisors and administrates over $70 billion in assets for more than 500,000 accounts.  For more information about Orion Advisor Services, LLC, visit

Media Contact:
Dana Taormina
JCPR for Orion Advisor Services

Shawn Gardell
Total Rebalance Expert
619.294.4TRX ext. 224

SOURCE Orion Advisor Services, LLC