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
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Note: RIA in a Box LLC is not a law firm, investment advisory firm, or a CPA firm. RIA in a Box LLC does not provide legal advice or opinions to any party or client. You should always consult your relevant regulatory authorities as this information should not be relied upon as currently accurate. This information is provided for educational purposes only and is not an exhaustive list of regulatory requirements.