LAYTON, Utah, April 27, 2017 /PRNewswire/ -- Independent RIAs that use the brokerage and custodial services of Shareholders Service Group (SSG) now have custom-priced access to TradeWarrior Software, Inc.'s digital trading and rebalancing solution. The strategic relationship between SSG and TradeWarrior was announced yesterday during the 2017 SSG Conference at the Sheraton San Diego Hotel & Marina.
"Tax-efficient rebalancing software is rapidly transitioning from a 'nice-to-have' tool to a 'need-to-have' resource for helping advisors serve the needs of their clients," said Dan Skiles, President of Shareholders Service Group. "Our relationship with TradeWarrior will give advisors seamless, cost-effective access to tax-loss harvesting, household-based rebalancing, and other sophisticated capabilities that their clients expect. We look forward to working with TradeWarrior to help advisors continue to make their practices more efficient, productive, and successful."
TradeWarrior's institutional-grade trading and rebalancing platform offers an intuitive user interface which enables advisors to efficiently and accurately execute trades across multiple custodians. Its algorithms monitor households and accounts, identify tax-loss harvesting opportunities, provide real-time alerts, and support integrations with other industry software providers and custodians.
"We founded TradeWarrior to provide an intuitive, user-friendly trading and rebalancing technology solution that advisors could leverage to better service their clients and position their practices for scalable growth over the long term," said Damon Deru, Founder and President of TradeWarrior. "We are proud to work with SSG to make our rebalancing software available at an affordable cost to help more advisors meet their trading needs."
Oranj, a provider of digital advice solutions for financial advisors, recently acquired a majority interest in TradeWarrior. As Oranj and TradeWarrior continue to integrate their software, advisors working with SSG will have the opportunity to access additional capabilities from Oranj, which enhance and streamline account opening, portfolio tracking and client portals. Please visit http://www.runoranj.com/tradewarrior to learn more about the acquisition, and the future of these two firms as they join forces.
TradeWarrior Software, Inc. was founded by investment advisors with the vision of bringing exceptional software to the financial services industry. Frustrated by the lack of intuitive trading and rebalancing software available to advisors, its founders developed their own solution to the problem and launched TradeWarrior in 2010. TradeWarrior is the product of years of in-depth research into the logistics of portfolio trading and rebalancing, and was designed to meet the real-world needs that advisors and brokers face. TradeWarrior offers all investment professionals the opportunity to utilize powerful portfolio management tools at an affordable price.
About Shareholders Service Group
Shareholders Service Group (SSG, http://www.ssginstitutional.com) provides brokerage and custodial services exclusively for independent registered investment advisors (RIAs). SSG provides a full range of brokerage and back office service and support with a robust technology platform, access to a full suite of investment vehicles, and a highly experienced service team that only serves independent RIAs. The company was founded in 2002, and currently serves approximately 1,500 advisory firms throughout the country. The management team began serving independent RIAs in the late 1980s.
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SOURCE TradeWarrior Software, Inc.