- Morningstar (NASDAQ:MORN -0.4%) has wrapped its acquisition of Total Rebalance Expert (tRx) from FNA, which it announced early last month.
- The product is an automated portfolio rebalancing platform for financial advisers.
- More than 500 advisers from 175 firms use it to rebalance more than $20B in client assets, Morningstar says.
- Shares are flat in after-hours trading today.
- Previously: Morningstar acquires Total Rebalance Expert (Oct. 08 2015)
Morningstar closes on Total Rebalance Expert deal
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