Basic pricing:
From 7,500 USD per year
Set-up time:
2–3 weeks
Integrations:
Morningstar Office, Orion Advisor Services, PortfolioCenter, FinFolio, Black Diamond, Asset Book, TPX (PowerAdvisor), Advent Axys, TPortal
TradeWarrior
Offering snapshot:
TradeWarrior offers a 100% white-label on-demand solution to accommodate the specific needs of any wealth manager. Its easy-to-use interface, along with its clean layout, guarantee exceptional usability. TradeWarrior facilitates simple to highly sophisticated asset-allocation strategies, giving plenty of room for advisors to manage highly varied portfolios across clients.
Features: