With the help of the new integration, advisors will be able to automatically bring over Orion portfolio data into TRX to streamline and simplify the rebalancing process.
Sheryl Rowling, CEO of Total Rebalance Expert said, "In today’s environment, advisors need tools to manage volatile markets. 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."
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Total Rebalance Expert is an independent portfolio rebalancing platform and provides it advanced capabilities for tax-efficient investment management, while Orion Advisor Services provides the process-driven operational solutions that advisors need to facilitate and handle business growth.
The main features 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.
Further, with data automatically uploaded into TRX, advisors will be able to 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.
The advanced functionality in TRX for analyzing portfolios will also be enhanced through the integration of Orion’s data feeds.
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