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!

We’ll have a fully functioning demo of TradeWarrior, stop by and see us.

Full press release here.

If you find yourself in this situation, then it’s time to adopt rebalancing software in your practice. The real world cost savings to your clients from this feature alone will generally pay for the software several times over! To give you an idea of how this feature works, I’ve included a screenshot of the TradeWarrior Security Model screen (fyi, this feature is also available in our Class and Model of Models).

In this screenshot of the Model, you can see that we have three columns for location optimization settings, namely Roth IRA Rank, Tax Deferred Rank, and Taxable Rank. I’ve sorted the screen on the Tax Deferred column, and you can see a ranking from 1 through 8 on some of the Securities in the Model. The ranking system places a preference on those Securities to be placed in the respective account type. The program will work through the rankings by placing those securities in that account type until either the rankings have been satisfied or the account runs out of available cash.

This feature allows you to very easily take advantage of location optimization savings for your clients with very little effort on your part. Your only job is to enter your location preferences on the Model screen. The program will take care of the rest! If you’d like to learn more about this feature and the other features available within TradeWarrior, please contact us today.

As you enter this Directed Trade into TradeWarrior, it will query the database for all accounts owning Apple and generate the Sell All order for Apple, and generate a Buy order for Exxon with 50% of the proceeds while letting the rest go to Cash. The example I gave you is very simple, but there is no limit to the number of Securities you can enter on both the Buy and Sell side of the Directed Trade.

Now some of you may be saying to yourselves, “So what. I can do simple security swaps directly at my custodian, so why would I need this?” Here’s why: Rules and Trading Restrictions. The beautiful part about running your Security swaps through TradeWarrior is that it will check the trades against all your settings and restrictions you’ve put in place. To name a few: Do Not Sell restrictions, Trade Minimums, Account Cash Minimums, Client Trading Statuses, etc. That way you never accidentally sell Joe Client’s Apple stock that he instructed you to not sell because he has a low cost basis on it. We’ve found that many of the advisors we work with typically only run a full rebalance maybe once or twice a year, but make several security swaps throughout the year as they come across opportunities. With the Directed Trading feature, they can make these tweaks to hundreds or thousands of accounts in under an hour.

TradeWarrior provides the tools to take advantage of trading opportunities as they present themselves! Many advisors who don’t utilize rebalancing software are often overwhelmed with the prospect of making swaps like this. It might take them several days to work through all the trades manually, and by then sometimes the opportunity has passed. If you are still rebalancing manually, I invite you to schedule a short online demo of TradeWarrior to see how much time it can save you in your practice.

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??

Now, onto the AUM fee. We know you hate it. As advisors, we hated it. We often thought to ourselves, why should my software company charge more if I increase my assets? Initially, Nine Mile was not going to charge an AUM fee for Trade Warrior, but once we were on the other side of the table we changed our mind. The reason we decided to stick with the AUM fee model is because it allowed us to charge less to the smaller shops and more to the bigger shops who get more utility out of the software and have higher demands of the software, including support costs which is the doozy. If we charged one flat rate, we would have to charge a much higher base price to make money on our software, which effectively hurts the little shops and rewards the big shops. The other idea we considered was charging for seats (i.e. number of licenses). However, we hit a roadblock with that idea as we found that in this scenario most advisors would just buy one license regardless of whether they were a lone $30M advisor, or a large $800M advisory shop who had one staff member dedicated to trading. Unlike most software, rebalancing software is highly specialized, and thus not necessary to install on every computer in the office. So this brought us right back around to charging a flat price. Going back to our original business thesis of building affordable rebalancing software, the AUM fee was an effective way to even the playing field for everyone and make our software affordable whether big or small. Hopefully this explains our position on why we charge an AUM fee. We struggled long and hard over this, but in the end it made the most sense. If you have an alternative idea, we’re all ears-

Now that you know our pricing and don’t have to call us for a quote, we invite you to schedule a 45 minute demo with us to see the functionality of TradeWarrior and how it can work in your practice.