What departments does Total Rebalance Expert now part of Morningstar! have?

Total Rebalance Expert now part of Morningstar! has employees across 7 departments including Marketing, Finance, Program & Project Management, Sales, Customer Success.

How has Total Rebalance Expert now part of Morningstar!'s team size changed over time?

Total Rebalance Expert now part of Morningstar!'s team has remained stable from approximately 3 to 3 employees based on available data.

Total Rebalance Expert now part of Morningstar! Employee Directory

Q: What is the largest department at Total Rebalance Expert now part of Morningstar!?

The largest department at Total Rebalance Expert now part of Morningstar! is Sales with 4 employees.

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.

Total Rebalance Expert now part of Morningstar! Global Highlights

North America
40

United States Of America
40

Asia
1

China
1

Europe
1

United Kingdom Of Great Britain And Northern Ireland
1

Total Rebalance Expert now part of Morningstar!'s Leadership

A. H.
Senior Director, Marketing
Mobile Phone
Email
C. W.
Director Of Financial Planning At Rebalance
Mobile Phone
Email
J. Z.
Campus Project Director
Mobile Phone
Email
A. T.
Senior Manager Sales Enablment And People Development
Mobile Phone
Email
C. S.
Sr Manager Marketing Content
Mobile Phone
Email
C. K.
Senior Customer Success Manager
Mobile Phone
Email
S. T.
Sales Engineering Team Lead
Mobile Phone
Email
W. P.
Sales Manager
Mobile Phone
Email

Total Rebalance Expert now part of Morningstar! Employee Metrics

100%

50%

0%

2026

2025

Product Management
Support
Accounting
Administrative
Analytics
Other

Contact profiles from Total Rebalance Expert now part of Morningstar!

Name

Title

Contact

Location

Last Update

A. H.
Senior Director, Marketing
Mobile Phone
Email
Jan 12, 2024
C. W.
Director Of Financial Planning At Rebalance
Mobile Phone
Email
May 21, 2025
J. Z.
Campus Project Director
Mobile Phone
Email
ChinaGuangdong
Feb 25, 2024
A. T.
Senior Manager Sales Enablment And People Development
Mobile Phone
Email
Oct 23, 2024
C. S.
Sr Manager Marketing Content
Mobile Phone
Email
Oct 23, 2024
C. K.
Senior Customer Success Manager
Mobile Phone
Email
Oct 21, 2024
S. T.
Sales Engineering Team Lead
Mobile Phone
Email
Oct 21, 2024
W. P.
Sales Manager
Mobile Phone
Email
Oct 17, 2024
L. B.
Senior Software Engineer
Mobile Phone
Email
Aug 19, 2024
A. B.
Mid-Market Account Executive
Mobile Phone
Email
Mar 15, 2023

Frequently Asked Questions

What is Total Rebalance Expert now part of Morningstar! known for?

Total Rebalance Expert now part of Morningstar! was founded in 2007 operates in the Financial Services industry; you can contact the main corporate office by phone at

+1-503-968-****

. Explore Total Rebalance Expert now part of Morningstar!'s company overview page for more information.

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

Total Rebalance Expert now part of Morningstar! employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Total Rebalance Expert now part of Morningstar! email formats with LeadIQ.

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

Total Rebalance Expert now part of Morningstar! has approximately 7 employees as of July 2026. These team members are located across 3 continents, including North AmericaAsiaEurope.

Who are Total Rebalance Expert now part of Morningstar!'s key employees and leadership?

As of July 2026, Total Rebalance Expert now part of Morningstar!'s key employees include:

Senior Director, Marketing: A. H.
Director Of Financial Planning At Rebalance: C. W.
Campus Project Director: J. Z.
Senior Manager Sales Enablment And People Development: A. T.
Sr Manager Marketing Content: C. S.

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Total Rebalance Expert now part of Morningstar! Employee Directory

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