Total Rebalance Expert now part of Morningstar! Tech Stack

Total Rebalance Expert now part of Morningstar! uses 7 technology products and services including NSONE, Microsoft 365, Snap.svg, and more. Explore Total Rebalance Expert now part of Morningstar!'s tech stack below.

NSONE

Domain Name Services

Microsoft 365

Snap.svg

Javascript Libraries

jQuery

Javascript Libraries

SWFObject

Miscellaneous

PHP

Programming Languages

Google Analytics

Web Analytics

Total Rebalance Expert now part of Morningstar! Email Formats	Example	Percentage
First@trxpert.com	John@trxpert.com	100%

Total Rebalance Expert now part of Morningstar! Email Formats

Example

Percentage

First@trxpert.com

John@trxpert.com

100%

Frequently Asked Questions

Where is Total Rebalance Expert now part of Morningstar!'s headquarters located?

Total Rebalance Expert now part of Morningstar!'s main headquarters is located at 22 West Washington Street Chicago, Illinois 60602 United States. The company has employees across 3 continents, including North AmericaAsiaEurope.

What is Total Rebalance Expert now part of Morningstar!'s phone number?

You can contact Total Rebalance Expert now part of Morningstar!'s main corporate office by phone at

+1-503-968-****

. For more prospecting data, LeadIQ has access to up-to-date and accurate contact information within our platform. Find, capture, and sync contact data to your CRM and sales tools in one click.

What is Total Rebalance Expert now part of Morningstar!'s official website and social media links?

Total Rebalance Expert now part of Morningstar!'s official website is trxpert.com and has social profiles on LinkedIn.

What is Total Rebalance Expert now part of Morningstar!'s NAICS code?

Total Rebalance Expert now part of Morningstar!'s NAICS code is 52 - Finance and Insurance.

How many employees does Total Rebalance Expert now part of Morningstar! have currently?

As of June 2026, Total Rebalance Expert now part of Morningstar! has approximately 6 employees across 3 continents, including North AmericaAsiaEurope. Key team members include Owner: S. P.Director Of Financial Planning At Rebalance: C. W.Director Of Revenue Operations: C. H.. Explore Total Rebalance Expert now part of Morningstar!'s employee directory with LeadIQ.

What industry does Total Rebalance Expert now part of Morningstar! belong to?

Total Rebalance Expert now part of Morningstar! operates in the Financial Services industry.

What technology does Total Rebalance Expert now part of Morningstar! use?

Total Rebalance Expert now part of Morningstar!'s tech stack includes NSONEMicrosoft 365Snap.svgjQuerySWFObjectPHPGoogle Analytics.

What is Total Rebalance Expert now part of Morningstar!'s email format?

Total Rebalance Expert now part of Morningstar!'s email format typically follows the pattern of First@trxpert.com. Find more Total Rebalance Expert now part of Morningstar! email formats with LeadIQ.

When was Total Rebalance Expert now part of Morningstar! founded?

Total Rebalance Expert now part of Morningstar! was founded in 2007.

Total Rebalance Expert now part of Morningstar!

Financial ServicesIllinois, United States2-10 Employees

Total Rebalance Expert (TRX) is portfolio-management software that is now part of Morningstar's suite of offerings in the financial services industry. Based in Chicago, Illinois, the platform is designed for financial advisors and emphasizes tax efficiency and ease of use in auto-rebalancing tasks, with features like Analysis Expert and Tax Loss Harvesting available at the touch of a button.

It aims to simplify portfolio management by enabling faster, more informed decisions that allow advisors to serve more investors. The user base is financial advisors seeking scalable, efficient tools, and the company operates as a small team in Chicago as part of Morningstar's broader offerings.

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