Buying TradeWarrior was the best business decision I made all year. Investing in rebalancing software has had a huge ROI, and it will only get bigger as our firm grows. Given the features, the cost, the support, and the quality of the TradeWarrior team, there is literally no doubt in my mind that I chose the right rebalancing package. – Rich Toscano - Pacific Capital Associates/Crawford Capital Management
Simple Pricing
Starts from $329.00/mo + AUM Fee *
- No setup fees
- No Seat Fees (install on as many computers as you’d like)
- No Extra Fee for Features
- No Support Fees (live support included with License!)
- No Extra charge for interfaces
- Billed Monthly or Quarterly to help spread the cost of the software out over the year
AUM Fee Calculations:
+ AUM Up to $200M = .003% + AUM Over $200M = .002% Example: $75M AUM Firm = $520 Per Month Example: $300M AUM Firm = $999 Per Month
Or you can learn more by Schedule a Demo Taking a Tour →* with a minimum one year contract.
