List of Morningstar Total Rebalance Expert Customers
Chicago, 60602, IL,
United States
Since 2010, our global team of researchers has been studying Morningstar Total Rebalance Expert customers around the world, aggregating massive amounts of data points that form the basis of our forecast assumptions and perhaps the rise and fall of certain vendors and their products on a quarterly basis.
Each quarter our research team identifies companies that have purchased Morningstar Total Rebalance Expert for Portfolio and Investment Management from public (Press Releases, Customer References, Testimonials, Case Studies and Success Stories) and proprietary sources, including the customer size, industry, location, implementation status, partner involvement, LOB Key Stakeholders and related IT decision-makers contact details.
Companies using Morningstar Total Rebalance Expert for Portfolio and Investment Management include: Rowling Dold & Associates, a United States based Professional Services organisation with 10 employees and revenues of $1.0 million, Efficient Wealth Management, a United States based Professional Services organisation with 7 employees and revenues of $1.0 million and many others.
Contact us if you need a completed and verified list of companies using Morningstar Total Rebalance Expert, including the breakdown by industry (21 Verticals), Geography (Region, Country, State, City), Company Size (Revenue, Employees, Asset) and related IT Decision Makers, Key Stakeholders, business and technology executives responsible for the software purchases.
The Morningstar Total Rebalance Expert customer wins are being incorporated in our Enterprise Applications Buyer Insight and Technographics Customer Database which has over 100 data fields that detail company usage of software systems and their digital transformation initiatives. Apps Run The World wants to become your No. 1 technographic data source!
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| Logo | Customer | Industry | Empl. | Revenue | Country | Vendor | Application | Category | When | SI | Insight |
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Efficient Wealth Management | Professional Services | 7 | $1M | United States | Morningstar | Morningstar Total Rebalance Expert | Portfolio and Investment Management | 2012 | n/a |
In 2012, Efficient Wealth Management implemented Morningstar Total Rebalance Expert to support Portfolio and Investment Management for its finance and portfolio management workflows at the U.S. registered investment advisor. The deployment positioned Morningstar Total Rebalance Expert as a central tool for portfolio maintenance and compliance with firm investment policies.
The implementation emphasized household-level rebalancing, tax-loss harvesting, and location optimization capabilities, with configuration oriented around automated rebalancing rules and tax-aware trade generation within the portfolio management process. Morningstar Total Rebalance Expert was used to orchestrate portfolio-level trades and to centralize decision logic that had previously been managed in manual spreadsheets.
Governance and operational change accompanied the deployment, as the firm retired spreadsheet-driven processes and adopted TRX for day to day portfolio operations in the finance and portfolio management function. Public accounts note the firm replaced manual spreadsheet processes with TRX to save time and enable more frequent, tax-aware rebalances, improving operational efficiency and scalability.
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Rowling Dold & Associates | Professional Services | 10 | $1M | United States | Morningstar | Morningstar Total Rebalance Expert | Portfolio and Investment Management | 2010 | n/a |
In 2010, Rowling Dold & Associates implemented Morningstar Total Rebalance Expert to automate tax-efficient portfolio rebalancing and tax-loss harvesting. The deployment supported the firm’s investment management operations in the United States and is categorized under Portfolio and Investment Management, aligned to finance and portfolio management business functions.
The implementation used Morningstar Total Rebalance Expert capabilities for account-level and household-level rebalancing and included the TRX rebalancing module as indicated by public industry reporting. Configuration emphasized tax-loss harvesting workflows and systematic rebalancing rules to enforce portfolio targets and tax-aware trading logic.
Operational coverage focused on advisory portfolio workflows and back office finance processes, where the application generated rebalancing recommendations and trade instructions for portfolio managers and operations staff. Governance centered on rule-based controls for rebalancing thresholds, tax-aware trade ordering, and process integration with the firm’s portfolio management procedures.
Rowling Dold & Associates reported improved operational efficiency and enhanced tax outcomes following the implementation of Morningstar Total Rebalance Expert, reflecting tighter alignment between automated rebalancing, tax-loss harvesting, and the firm’s portfolio management practices.
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