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TradeWarrior | Portfolio Rebalancing Software

Portfolio Rebalancing Software, Trade Allocation Software

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Features

Technology & Design

User-Centered Design

TradeWarrior is the product of 10-years of consistent design iteration based on real user feedback. The latest TradeWarrior interface design is flow-driven; simplicity and usability are at the forefront of every design decision we make.

Powerful, Hosted, Secure & Fast

Feature for feature TradeWarrior is best in class. We use bank-level encryption and host your software on enterprise infrastructure that is fully managed for you. TradeWarrior is browser accessible, always at your finger tips, always backed up and takes the hassle out of managing your own hardware and software.

Model Management

Localization 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)

Multiple Model Types

TradeWarrior allows advisors to create multiple model types, including Security, Class and Model of Models.

Tolerance Bands

TradeWarrior supports Relative and Absolute Tolerance Bands by Security target.

Securities Management

Mutual Funds, ETFs, Stocks…

Supports mutual funds, stocks, ETF’s, fixed income, hedge funds, currencies, you name it TradeWarrior can manage it and help you facilitate trading it with precision and accuracy.

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 Securities as Cash

Any security can be treated as cash.

Trading Features

Rapid Rebalance

Move at the speed of the market. Our rapid rebalance feature give you the power to quickly trade hundreds of accounts in minutes.

Directed Trading

Complete quick Security swaps system-wide.

Patent Pending Alerts System

Includes a real-time errors and alerts system that warns of trading violations based upon your custom set of rules.

Robust Tax Tools

Gain tax savings through account asset location optimization and lot level analysis when rebalancing to automatically choose the most efficient lots. Real-time tax tools show estimated tax implications of trades, before you trade. TradeWarrior also has a powerful tax-loss harvesting tool built-in.

Custom Trading Thresholds

Set custom trade minimums and trading fee thresholds.

Portfolio Monitoring

Calculates “Net out of Balance” to continually monitor drift % from target model on all clients in the program.

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TradeWarrior Software

351 W. Hubbard Street, Suite 501
Chicago, IL 60654
801-295-9192
info@tradewarriorsoftware.com

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