Client Marketing Systems is making its rebalancing and trading capabilities in TradeWarrior available to Advisors Assistant users.
Pismo Beach, Calif.-based Client Marketing Systems says TradeWarrior is the perfect complement to the other system, because it offers a suite of portfolio optimization and rebalancing tools. Advisors can run taxable gain thresholds, estimate the tax implications of certain trades, harvest tax losses, and continually monitor portfolios to detect drifts from their original modeled allocations, according to the company.
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