TRX Unplugged: What happens when a tech provider eschews formality and unplugs for the day

Total Rebalance Expert, or TRX, is widely known for its impeccable portfolio rebalancing and tax management features. After all, TRX was born from Sheryl Rowling’s own need for an extremely precise tool to manage the demands of her RIA and CPA businesses. But what escapes many advisers is the company’s culture born from the land of […]