Rebalance accounts in minutes, not months.

TradeWarrior is portfolio rebalancing software for investment advisors. TradeWarrior is easy to use, industry tested, eliminates manual errors and saves advisors hundreds of hours a year. Give it a try risk free.

60 Day Stamp Learn More Schedule a Demo

Pricing starts at $999 per quarter + AUM

90 day trial period. Try it risk free.
No setup or support fees
No Seat Fees (install on as many computers as you’d like)
No Extra charge for interfaces
Billed Monthly or Quarterly to help spread the cost of the software out over the year

Supported Custodians

charlesschwab Fidelity tdameritrade Pershing scottrade ssg National-Advisors-Trust TradePMR National Financial Logo

Portfolio Management Software Integrations

Advisor Assitant AssetBook Loto Morningstar Office Logo Morningstar CAMS Logo Portfolio Center Logo FinFolio Logo BlueLeaf Logo Orion Logo Advent Logo Advent AXYS Logo Advent AXYS Logo

Service & Analytics Partners

Outsourcethis Logo Riskalyze Logo All Back Office Logo BOSS Logo Private Client Resources Logo

What Our Clients Say

Buying TradeWarrior was the best business decision I made all year. Investing in rebalancing software has had a huge ROI, and it will only get bigger as our firm grows. Given the features, the cost, the support, and the quality of the TradeWarrior team, there is literally no doubt in my mind that I chose the right rebalancing package.

I am amazed at how much time I save by using TradeWarrior. Looking back now I am not sure how I got anything done without it. A process that used to take me 2 to 3 hours to complete is now done in less than 15 minutes. The process is not only done in less time it is much less prone to error.

TradeWarrior has not only saved us a lot of time, but overall has reduced our trading errors and saved our clients’ money on trading fees and taxes. It’s one of the best software investments we’ve made.

Previously we traded on the account level which took an enormous amount of time. We transitioned our book to models and now trading is a breeze. We can quickly place trades across our entire book with a few simple clicks. It has streamlined our trading and allowed us to give our client accounts the attention they deserve.