Hope to see you at the Broker Dealer Summit
We’ll also be at the Broker Dealer Summit in Vail, CO August 21-23, 2012. Stop by and visit for a demo of TradeWarrior! Learn more here: http://www.brokerdealersummit.com/
Our Upcoming Conference Schedule
We have a few upcoming conferences that we’ll be attending, we hope to catch you at one of them. We’d love to show you a demo of rock solid TradeWarrior 1.6, full of new features like Tax Loss Harvesting, Customized Grouping and new Trade Blotter review. September 12-14, we’ll be at the MarketCounsel Member Summit 2012, in Las Vegas, NV. …
We’ll show you a demo at the NAPFA National Conference!
We’re gearing up for conference season and looking forward to showing advisors around the country how efficiently TradeWarrior can help them manage their trading. Stop buy and check it out at the NAPFA National Conference on May 8-11, 2012 in Chicago, IL. We love visiting Chicago for the food alone! Can’t wait for some great eats in the windy city.
FPA Business Solutions Conference, We’ll be there!
We’d like to show you a hand on demo at the FPA Business Solutions conference on March 4, 2012 in San Francisco, CA. We hope to see you there.
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 …
