Easy to learn, easy to use
TradeWarrior was created using common interfaces, common controls, and layout that users are accustomed to (MS Office). We designed TradeWarrior to be intuitive and easy to learn so you and your staff can get up and running quickly.
Powerful Features
Feature for Feature, TradeWarrior is the most affordable rebalancing software on the market. We listen to our clients, we study, we build, we iterate. When you buy TradeWarrior, you’re also putting your trust in us. We take that seriously.
Quick Setup & Training
Your time is important. We’ll have TradeWarrior up and running quickly so you can get back to business. Typical implementation time is 2-3 weeks.
Hosted or Desktop
TradeWarrior can run on your desktop environment or our online server, you choose. We’ve created TradeWarrior to be flexible, secure and easy to deploy so you can decide how TradeWarrior serves you best.
Gain Tax Efficiency
TradeWarrior is smart when it comes to taxes. It supports tax efficient Household rebalancing through account location optimization and tax-loss harvesting.
Multiple Model Types
TradeWarrior allows advisors to create multiple model types, including Security, Class and Model of Models.
Location Optimization
TradeWarrior supports Location Optimization for tax-efficient placement of Securities in Account types (i.e. place bonds in tax deferred accounts and high-growth investments in tax free accounts, etc)
Tolerance Bands
TradeWarrior supports Relative and Absolute Tolerance Bands by Security target.
Advanced Cash Management
Advanced Cash Management features such as Cash Minimums and Client Cash Distributions.
Manage Do-not-Sell Positions
TradeWarrior allows you to easily manage client “Do Not Sell” positions.
Set trading permissions
Provides the ability to fine tune custom trading permissions.
Set Taxable Gain Thresholds
Can set taxable gain threshold levels and carry forward losses.
Multi-Custodians? No problem.
Supports multi-custodian trading (including Block Trading) within the same Household.
Outside Accounts? We got it.
System can include outside accounts such as 401(k)’s, annuities, etc.
Mutual Funds, Stocks, Whatever.
System facilitates mutual funds, stocks, ETF’s, fixed income, hedge funds/LP’s, etc.
Unlimited Security Equivalencies
Make any security equal to another. Make an unlimited number of security equivalencies.
Manage, Control, Plan
Manage mutual fund fees, redemption fee periods, and availability.
Do-not-Sell. Do not worry.
Set do-not-sell restrictions on a global or individual account level.
Treat a security as cash
Any Security can be treated as Cash.
Rapid Rebalance quickly trades hundreds of accounts in minutes
Directed Trading allows for quick Security swaps system-wide
Patent-Pending real time Errors and Alerts system warns of trading violations based upon your rules
Shows estimated tax implications of trades
Can set trade minimum amounts and trading fee thresholds
Powerful tax-loss harvesting tool
Can manually override trades and see the immediate impact on the Security, Class, Accounts and Cash
Portfolio monitoring calculates “Net out of Balance” to continually monitor drift % from target model on all clients in the program
