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 few mouse clicks.

“We chose TradeWarrior to be our first full-featured rebalancing partner because it is the perfect complement to Advisors Assistant,” said Pat Dempsey, CEO of Client Marketing Systems, Inc. TradeWarrior offers all investment professionals the advantage of powerful portfolio optimization and rebalancing tools at an affordable price. It has strong features such as taxable gain thresholds, estimating tax implications of trades, a tax loss harvesting tool, and portfolio monitoring to continually monitor drift from portfolio models. Like Advisors Assistant, it supports multiple custodians.

“We are pleased to announce this integration effort with Advisors Assistant,” stated TradeWarrior’s CEO Damon Deru. “This integration has been in the works for more than a year, and we are very excited to announce its completion. Advisors Assistant is one of the pioneering software firms in the industry, and we are honored to have been chosen to work with them and their clients.”

The integration between the two companies makes it possible for Advisors Assistant users to export their Households, Accounts, Positions (with cost basis), Securities and more into TradeWarrior’s program for rebalancing and trading. Financial professionals can learn more about this integration and see a quick demo by contacting either Advisors Assistant at 800-799-4267 or email hidden; JavaScript is required; or TradeWarrior at 877-499-9192 or email hidden; JavaScript is required.

About Client Marketing Systems, Inc.
Client Marketing Systems, Inc. has provided software for the financial services industry for 26 years. Advisors Assistant® is a powerful yet easy to use Client Management System which combines CRM with optional Portfolio Management and Insurance Management modules. Advisors Assistant® has been upgraded over the years by listening to and incorporating its users’ suggestions. The goal of Client Marketing Systems, Inc. is to provide financial advisors with a client management program which will increase their sales as well as help run their offices more efficiently. More information is available at the company website at www.AdvisorsAssistant.com or by phone 800-799-4267 | 805-773-7981. Also on Twitter: @AdvisorsAssist.

About TradeWarrior, Inc:
TradeWarrior, Inc. was founded by former investment advisors and provides a practical real world approach to solving the trading needs that advisors face. TradeWarrior is an intuitive rebalancing system that offers a thoughtful balance of functionality and price, and is available either as a desktop or web-hosted solution. You can learn more about the company on its website at www.tradewarriorsoftware.com or by phone 877-499-9192. Also on Twitter: @TradeWarrior.

Full press release here.

Part of this change includes a domain change to the new www.tradewarriorsoftware.com. Along with our new domain, we figured we’d spend a little time cleaning up our website. It turned into more than a “re-thinking” session, but we’re happy with the results, and we’re happy that we can now fully focus our efforts back to software development.

We are excited for what 2012 will bring. TradeWarrior continues to gain traction and recognition in the marketplace as an affordable and easy-to-use rebalancing system. We have a lot of new features and enhancements planned for the coming year to make the software even better. Most of these ideas have come from our fantastic customers. We also have plans to make our support system more intuitive. In the coming months we will make the software “upgrade process” automatic and much more streamlined than it currently is. Also, on the support website, we will begin adding training video’s so you can see how a certain feature works and functions, instead of just reading about it.

We’d like to publicly thank all of our clients who are making TradeWarrior a success. We’d also like to thank our stakeholders and business partners for all the support and guidance they’ve offered us over the years. Here’s to 2012!

Full press release here.

TradeWarrior is a full featured portfolio rebalancing software designed for investment advisors and brokers built and designed by Nine Mile Software, Inc. Nine Mile Software is dedicated to bringing intuitive software to the financial services industry. TradeWarrior offers all investment advisors the opportunity for powerful portfolio optimization and rebalancing tools at an affordable price.

AssetBook provides a combination of web based portfolio management software, personalized service, and value pricing. It gives registered investment advisors a mission critical solution for minimizing their data-related administrative demands and maximizing their client interaction. It is a user friendly, cost effective, outsourced portfolio management system that adds value to an advisors practice.

“We are very excited to announce this integration effort with AssetBook,” stated Nine Mile Software’s CEO Damon Deru. “AssetBook espouses many of the same virtues we value here at Nine Mile Software, namely bringing powerful software tools to advisors at an affordable cost. We look forward to a long and productive relationship with AssetBook and their users.”

AssetBook’s CEO Rob Major stated, “AssetBook is extremely pleased to offer this time saving integration with Nine Mile’s TradeWarrior to its clients. The integration is critical for advisors wanting the robust trading features offered by TradeWarrior.”

The integration between the two companies consists of the ability for AssetBook users to export their Households, Accounts, Positions (with cost basis), Securities, etc. into TradeWarrior’s software for rebalancing and trading. If you are an advisor that is interested in learning more about this integration and would like to see a quick demo please contact either Nine Mile Software (877) 499-9192 or AssetBook (301) 387-3238 for more info.

Testimonial from a TradeWarrior user:
“TradeWarrior has paid for its self many times over just in time savings. I now have more time to focus on other parts of my job instead of just trading. Dollar for Dollar, TradeWarrior is the best rebalancing program out there.”
Sean Phillips, CFP
VP of Chessman Wealth Strategies

Also of note: we’re nearing completion of a new major release of TradeWarrior. Get signed up now to get all the latest features and to lock in our introductory pricing rate (normal pricing scheduled to go into effect March 2011). Also, remember TradeWarrior offers a 30 day money back guarantee for any reason. So why not try it out??

Layton, UT (July 28, 2010) Nine Mile Software, Inc., a financial services software company, today announced the release of TradeWarrior Small Business version 1.0.

TradeWarrior is a portfolio rebalancing and trading tool designed specifically for the growing Registered Investment Advisory (RIA) marketplace.  It greatly reduces the time it takes an RIA firm to trade and rebalance their book of business.

Damon Deru, CEO of Nine Mile Software, Inc. stated, “We are excited to release TradeWarrior into the market today.  This culminates over two and a half years of commercial development on the software.  TradeWarrior offers a new level of functionality and affordability for advisors.”

“TradeWarrior has been developed, refined, and used successfully by advisors and back-office traders to quickly rebalance client accounts in a rules-based manner,” said Ryan Sullivan, CTO of Nine Mile Software.  “TradeWarrior’s low cost, intuitive user interface and stellar performance will help bring a new level of ROI to the rebalancing software market.”

Some of the Key Features of TradeWarrior include:

• Ability to run the program on your desktop or an Internet browser.
• Household (multi-account) based rebalancing.
• Easily manage client cash withholdings and distributions.
• Supports all major custodians, namely, Charles Schwab, Fidelity, TD Ameritrade and Pershing.
• Includes multiple Model types such as Security Specific, Asset Class, and Model of Model target allocations.
• Dynamic account filtering and grouping.
• Built-in “Errors and Alerts” system warns of potential problems.
• Software rebalances thousands of accounts in minutes.

“I’d like to personally thank all the stakeholders who have believed in us from the beginning,” said Damon Deru, CEO.  “I’d also like to thank our users and beta testers who have provided invaluable feedback and direction on the program.  Lastly, I’d like to thank the employees of Nine Mile Software who have put in a lot of hard work and long hours to make this happen.”

If you are an advisor and would like to schedule a half hour demo of TradeWarrior, please call (888) 660-6568 ext 1.

About Nine Mile Software Inc.

Nine Mile Software was founded by former investment advisors and provides a practical real world approach to solving the rebalancing and trading needs that advisors face. TradeWarrior Small Business is the first commercially released software from Nine Mile Software.  You can learn more about the company on its website at www.ninemilesoftware.com.

“SAFE HARBOR”

This press release contains forward-looking statements. The words “estimate,” “possible” and “seeking” and similar expressions identify forward-looking statements, which speak only as to the date the statement was made. The company undertakes no obligation to publicly update or revise any forward-looking statements, whether because of new information, future events, or otherwise. Forward-looking statements are inherently subject to risks and uncertainties, some of which cannot be predicted, or quantified. Future events and actual results could differ materially from those set forth in, contemplated by, or underlying the forward-looking statements. The risks and uncertainties to which forward-looking statements are subject include, but are not limited to, the effect of government regulation, competition and other material risks.

Management Contact:
Nine Mile Software, Inc
Damon Deru, CEO
888-660-6568 x201

They have been in development of their program for over two years.  Their development team put a lot of “blood, sweat, and tears” into this project over the past couple years and we are very pleased in how it’s turned out.  We obviously have a biased opinion, but we believe that this is the best Portfolio Management System on the market for investment advisors and money managers.  The system has been developed from the ground up by industry veterans who have done this before, and there was a lot of planning and rewriting to get the features done right.

For those who may or may not know, TradeWarrior, is available as a 3^rd Party Add-In to the FinFolio platform.  What this means for advisors is seamless integration between the two systems.  For instance, if you change the Model associated with a Client; that change will automatically be reflected in both FinFolio and TradeWarrior. You can change the price on a Security, and it will simultaneously change it in both systems.  The list goes on and on. Many advisors run multiple databases in their firm (i.e. CRM, PMS, Financial Planning, Rebalancing, etc), so many know of the headache of maintaining the same client data in all of those databases.  Our integration with FinFolio is the beginning of our shared vision of integrating all these mission critical systems into one centralized database.

On the development front, we are entering our final beta testing stage now, and expect to have our release in the next month or so.

For those who may be interested in TradeWarrior, but not necessarily in switching Portfolio Management Systems to FinFolio, we have a “WhiteBox” version that we will be releasing as well.  This version will integrate with all the major Custodians initially (Schwab, Fidelity, TD Ameritrade, Pershing/SSG), and we are working on integrating with the other major Portfolio Management Systems within the industry.

If you are interested in seeing a demo of TradeWarrior, please contact us at 888-660-6568 x1 or send us a message on our contact page.

Nine Mile Software, Inc. is in its final beta testing stage for their first commercial release of TradeWarrior Small Business. TradeWarrior is a portfolio rebalancing and trading tool designed specifically for the growing Registered Investment Advisory (RIA) marketplace.

Damon Deru, CEO of Nine Mile Software, Inc., stated, “We are pleased to announce that we are in the last stages of beta testing for TradeWarrior. We are making final refinements to the program from industry feedback in anticipation of our full release at the beginning of the 2nd Quarter in conjunction with the FinFolio release. Nine Mile Software should transition to a revenue producing company in the 2nd Quarter of this year.”

The company recently returned from an industry conference, the 2010 Technology Tools for Today “T3″ conference. The T3 conference is dedicated to the technology and software sector in the investment advisory industry. The founders of T3 are Joel Bruckenstein and David Drucker, who are well respected journalists covering technology and software for investment advisors. They have written articles for publications such as, The Wall Street Journal, New York Times, Business Week, The Washington Post, Financial Planning, Morningstar Advisor and Wealth Manager, to name a few. In addition to this, they publish their own newsletter, Technology Tools for Today, upon which this yearly conference is based.

Nine Mile Software had a sponsorship booth at the conference to demonstrate the abilities of TradeWarrior to advisors, brokers, and other software vendors. A short video interview from the Conference can be seen here: http://t3conference.blogspot.com/2010/02/tradewarrior-gives-progress-report-at.html. Their CEO, Damon Deru, also moderated the “What’s new in Rebalancing Software” panel at the Conference, which was one of the most well attended breakout sessions of the conference.

About Nine Mile Software Inc.
Nine Mile Software was founded by former investment advisors and provides a practical real world approach to solving the rebalancing and trading needs that advisors face. TradeWarrior Small Business is in Beta testing, with an expected release date in the 2nd Quarter 2010.

“SAFE HARBOR”
This press release contains forward-looking statements. The words “estimate,” “possible” and “seeking” and similar expressions identify forward-looking statements, which speak only as to the date the statement was made. The company undertakes no obligation to publicly update or revise any forward-looking statements, whether because of new information, future events, or otherwise. Forward-looking statements are inherently subject to risks and uncertainties, some of which cannot be predicted, or quantified. Future events and actual results could differ materially from those set forth in, contemplated by, or underlying the forward-looking statements. The risks and uncertainties to which forward-looking statements are subject include, but are not limited to, the effect of government regulation, competition and other material risks.

Damon Deru, Nine Mile Software CEO, stated, “We are excited to announce the beta release of TradeWarrior Express. This is a major milestone for Nine Mile Software and its stakeholders. It has taken us a little longer than we had initially planned, but we felt it was important not to compromise on the quality of the software or features. We feel confident releasing TradeWarrior into the market and believe that advisors will have a favorable first impression of TradeWarrior.”

Nine Mile Software’s joint venture partner, FinFolio, also released the beta version of their Portfolio Accounting software at the same time. Nine Mile Software and FinFolio signed a Joint Venture in December 2008. TradeWarrior Express will ship with every copy of FinFolio that is sold as a way for advisors to test drive TradeWarrior’s rebalancing technology in their practice.

Nine Mile Software recently started development of TradeWarrior Small Business, which is the upgraded version of TradeWarrior Express. The Small Business version is geared towards the small to mid-size advisory shops which make up the majority of the RIA marketplace that Nine Mile Software is targeting. Nine Mile Software anticipates releasing TradeWarrior Small Business in the 4th Quarter of 2009.

About Nine Mile Software, Inc:

Nine Mile Software was founded by former investment advisors and provides a practical real world approach to solving the rebalancing and trading needs that advisors face. TradeWarrior Express is currently in Beta release.

About FinFolio:

FinFolio (www.finfolio.com) is currently developing an open architecture portfolio accounting program designed for investment advisory and brokerage firms. FinFolio’s founder, Matt Abar, has been creating software for advisors, brokers and planners for 15 years and has been successful in several technology ventures. Mr. Abar was the creator and CEO of Techfi, which established several milestones in the wealth management industry. Techfi developed the first commercially available client/server portfolio management software (Portfolio 2000), and the industry’s first web-based portfolio management service bureau (AdvisorMart.com). First Trust/FISERV and Morningstar were Techfi shareholders when the company was sold in 2002 to Advent Software for $23M.