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.
