September 12-14, we’ll be at the MarketCounsel Member Summit 2012, in Las Vegas, NV.
November 13-16, we’ll be at the Schwab Impact 2012, in Chicago, IL.
February 11-13, we’ll be at the Technology Tools for Today (T3) conference, in Miami, FL.

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.