Fintech Integration Marketplace

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Morningstar TRX

Morningstar Total Rebalance Expert (tRx) helps financial advisors streamline their business through efficient rebalancing and portfolio management.

Morningstar
  • Trading
  • Allocation Management
  • Rebalancing
  • Analytics
  • Cash Management
  • Saving Reports
Morningstar

Companies that integrate with Morningstar tRx

Each integration enriches the platform with data or features that provide comprehensive service and enhance the customer experience.

AssetBook
AssetBook
AssetBook equips Advisors with robust portfolio accounting software, attractive client reporting and experienced technology consulting at an affordable price.
Black Diamond
Black Diamond | Advent | SS&C
The Black Diamond Platform is an award-winning portfolio management system and client reporting solution for financial advisors and wealth managers.
Orion
Orion Advisor Services
Orion was built by advisors, for advisors. The market didn’t have a portfolio accounting service good enough for a registered investment adviser, so Orion built the solution.
Redtail
Redtail Technology
Redtail Technology, Inc. is the leader in Web-Based Client Relationship Management solutions for the Financial Advisor.

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Morningstar

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