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.