CONTACT

RIA Portfolio Rebalancing Software Provider Directory

Firm Name Address Phone Email Website
Atom Align by Blaze Portfolio 4507 North Ravenswood Ave., Suite 106, Chicago, IL 60640 888-987-7999x info@blazeportfolio.com www.blazeportfolio.com/
Envestnet Tamarac 701 Fifth Ave., 14th Floor, Seattle, WA 98104 919-999-4600x tamaracsales@envestnet.com www.tamaracinc.com
iRebal 200 S 108th Ave., Omaha, NE 68154 800-934-6124x   www.tdainstitutional.com/lp/irebal.page
RedBlack 1 Bedford Farms Dr., Suite 104, Bedford, NH 03110 603-232-9406x sales@redblacksoftware.com www.redblacksoftware.com
TradeWarrior 1565 West Hillfield Rd., Suite 103, Layton, UT 84041 801-295-9192x info@tradewarriorsoftware.com www.tradewarriorsoftware.com
tRx (Acquired by Morningstar) 8889 Rio San Diego Dr., Suite 202, San Diego, CA 92108 619-294-4879x support@trxpert.com www.trxpert.com