Deal Snapshot
ORANJ BUYS MAJORITY STAKE IN PORTFOLIO REBALANCING SOFTWARE FIRM TRADEWARRIOR
Thursday 20 April 2017

Chicago, US-based digital advice platform Oranj has acquired a majority stake in Utah, US-based portfolio rebalancing software firm TradeWarrior Software to offer rebalancing functionality for financial advisers, the company said.
The company said the rebalancing technology will provide financial advisers a single system to execute trades across multiple custodians. TradeWarrior's algorithms monitor households and accounts, identify tax-loss harvesting opportunities, provide real-time alerts, and support integrations with other industry software providers and custodians.


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Details
Date Published: 20/04/2017
Target: TradeWarrior Software
Country: USA
Sector: Computer Software
Type: Corporate acquisition
Financing:
Status: Closed
Vendor:
Buyer: Oranj
Comment:
Terms of the deal were not disclosed

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