Advisors Assistant® and TradeWarrior® Announce Integration Partnership

Online, March 27, 2012 (Newswire.com) - (I-Newswire) Pismo Beach, CA - Client Marketing Systems, Inc., parent company of Advisors Assistant®, and TradeWarrior® Software are pleased to announce the integration between their software programs. This integration partnership between the two companies will provide Advisors Assistant® users access to TradeWarrior's powerful rebalancing and trading capabilities with just a few mouse clicks.

"We chose TradeWarrior to be our first full-featured rebalancing partner because it is the perfect complement to Advisors Assistant," said Pat Dempsey, CEO of Client Marketing Systems, Inc. TradeWarrior offers all investment professionals the advantage of powerful portfolio optimization and rebalancing tools at an affordable price. It has strong features such as taxable gain thresholds, estimating tax implications of trades, a tax loss harvesting tool, and portfolio monitoring to continually monitor drift from portfolio models. Like Advisors Assistant, it supports multiple custodians.

"We are pleased to announce this integration effort with Advisors Assistant," stated TradeWarrior's CEO Damon Deru. "This integration has been in the works for more than a year, and we are very excited to announce its completion. Advisors Assistant is one of the pioneering software firms in the industry, and we are honored to have been chosen to work with them and their clients."

The integration between Client Marketing Systems, Inc. and TradeWarrior, Inc. makes it possible for Advisors Assistant users to export their Households, Accounts, Positions (with cost basis), Securities and more into TradeWarrior's program for rebalancing and trading. TradeWarrior, Inc. was founded by former investment advisors and provides a practical real world approach to solving the trading needs that advisors face. TradeWarrior is an intuitive rebalancing system that offers a thoughtful balance of functionality and price, and is available either as a desktop or web-hosted solution.

Financial professionals can learn more about this integration between Advisors Assistant® and TradeWarrior® and see a quick demo by contacting either Advisors Assistant at 800-799-4267 or by email at [email protected]; or TradeWarrior at 877-499-9192 or by email at [email protected]. Both companies can be found on the web. Advisors Assistant®: www.AdvisorsAssistant.com; TradeWarrior®: www.TradeWarriorSoftware.com.