TradeWarrior Features


Program runs on the desktop or your internet browser.


Individual trading tolerance bands by security.


Errors and Alerts system warns of potential problems.


Plan and trade for upcoming client cash distributions.


Supports multi-custodian trading within the same Household.


Model types include Security, Asset Class, and Models of Models.


Rapid Rebalance quickly trades hundreds of accounts in minutes.


Customizable dynamic account filtering and grouping.


Can easily manage client’s Do Not Sell positions.


Intuitive account grouping for household rebalancing.


Ability to set client trading permissions.


Manage individual mutual fund fees, redemption periods, and availability.


Ability to rebalance “non-electronically” tradable securities such as individual bonds, LP’s, etc.


Current vs. Target preview shows deviation from Model.


Set Security Equivalencies of similar Securities.


Security Location Optimization for preferred account placement of Securities.


Ability to set minimum cash levels at the account level.


Program creates custodian trade import files.

*Note: Features vary by version