Advisors Assistant and TradeWarrior Announce Integration Partnership
Seamless Integration between Client Management, Rebalancing, and Trading. Pismo Beach, CA, January 13, 2012 –(PR.com)– Client Marketing Systems, Inc., parent company of Advisors Assistant®, and TradeWarrior® Software are pleased to announce an integration between their software programs. The integration partnership between the two companies will provide Advisors Assistant® users access to TradeWarrior’s powerful rebalancing and trading capabilities with just a …
Nine Mile Software, Inc. is now TradeWarrior, Inc.
As 2011 comes to a close, we’re making changes to bring in the New Year. For 2012 we’re making some efficiency changes here at TradeWarrior. Part of that process includes re-naming the company from Nine Mile Software and going simply by TradeWarrior. There has been some confusion in the marketplace with both the Nine Mile and TradeWarrior name floating around. …
2012 T3 Conference, we’ll be there!
We’ll be at the upcoming 2012 T3 Conference that will be held at the Hilton Anatole in Dallas TX Feb. 16-18, 2012. You can visit the conference website here. We’ll have a fully functioning demo of TradeWarrior, stop by and see us.
TradeWarrior is now available as a web hosted solution!
We are pleased to announce the launch of our TradeWarrior Online service,” said Nine Mile Software’s CEO Damon Deru. “After months of beta testing the hosted server with our current clients, we are excited to announce this new option in the marketplace. It offers a new level of scalability and efficiency to TradeWarrior. Full press release here.
Benefits of Location Optimization
Tonight while bumbling through the never-ending feed of Twitter posts, I came across this little gem from @GRSBlog. This is probably one of the best concise articles I’ve ever come across regarding the benefits of location optimization of assets amongst different account types. Only a finance geek or CPA can truly appreciate an article such as this (at least they …
Directed Trading in TradeWarrior
With our 1.3 release of TradeWarrior we unveiled the Directed Trading feature within the software. We are very excited to finally release this feature as it has been requested by many of our clients and prospects. Directed Trading gives advisors the ability to quickly swap positions across their clients portfolio’s without having to run a full rebalance. For example, let’s …
TradeWarrior and AssetBook Announce Integration Partnership
TradeWarrior and AssetBook are pleased to announce an integration between their software programs. The integration partnership between the two companies will provide AssetBook users access to TradeWarrior’s powerful rebalancing and trading capabilities. This integration marks the first 3rd party rebalancing integration available to AssetBook users. TradeWarrior is a full featured portfolio rebalancing software designed for investment advisors and brokers built …
TradeWarrior has excellent reviews!
So far so good for TradeWarrior rebalancing software. Our production installations are running in companies across the country with great success! Financial advisor feedback thus far has been outstanding. Our support calls have been less than we even imagined, and we’re thinking that means we’ve built simple to use, functional and efficient rebalancing software! To celebrate the great success of …
No more secretive pricing!
Lately the team at Nine Mile has been wondering why we don’t publicly post the prices for our TradeWarrior rebalancing software. The only reason we could think of, is because that’s how the industry has always done it. Well, we’re here to change that. We hate having to call companies to get a quote for their services, products, etc., and …
TradeWarrior in the news
We are pleased to see that TradeWarrior received a mention in a recent Financial Advisor Magazine column detailing recent innovations in advisory software. It’s great to see that TradeWarrior is considered as one of the innovating firms in the rebalancing space (TradeWarrior however is currently out of beta and live in the field ). The author mentions, “Tests suggest that …
