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.

Founded in

United States