Implement complex models and monitor asset allocations across portfolios with ease.
Manage order flow across multiple custodians, asset and security classes.
Achieve Simple Tax Alpha with Tax Harvesting and Location Optimization.
Stay on top of cash balances with simple yet powerful tools for daily cash management and intra-day cash monitoring.
Easily connect with a wide variety of portfolio accounting, reporting, custodian and execution systems.
Features designed to ensure trading compliance and data accuracy.
High availability infrastructure to ensure we are there when you need us
Your partner every step of the way
Secure private cloud since inception in 2009
Recent developments in technology tools have enabled independent advisors to run more scalable and modern business practices without sacrificing service quality. Flexible web-based applications have […]
Guest post written by Brian Donovan. Want to Know the Value of your Clients’ Stocks? StockCalc (https://www.stockcalc.com) is a Fundamental Valuation Platform – At StockCalc […]
Cash Management for Advisors Managing cash is one of the most common activities advisors deal with daily. Not only do you have to manage each client cash request and deposit, but you also need to monitor cash asset allocations, address cash minimums and maximums, handle RMDs, and […]
In an industry that is constantly affected by changes in market volatility, there are well known advantages to asset allocation and rebalancing your clients’ investment […]
New Options Trading Strategies in BlazePortfolio Support Covered Calls and Cash Secured Puts BlazePortfolio ATOM Align has long been a leader in model rebalancing and trade management technology. […]
As an advisor, your clients are looking for to you to constantly monitor their portfolios, and in the current environment, monitoring client portfolios during market […]
Bryson, Joe, and the whole BlazePortfolio team have been immense partners in continuing to scale our firm. The flexibility we can offer clients as a result of our partnership is unmatched, and the confidence of deploying new infrastructure is a true value add for every new client.
Rasheed Hammouda, Co-founder
We save a tremendous amount of time on every trade and with ATOM have the capacity to scale the business.
Blaine Docker, Chief Operating Officer, Main Management LLC
The ATOM Align system is exciting! With so much functionality, we are able to improve our efficiency with particular emphasis in modeling portfolios to align them to our strategic targets.”
Julio Barahona, Director of Investment Operations
Blaze allows us to efficiently and confidently manage our client accounts. The work flow is simple and intuitive, improving our process and ability to ensure our accounts are invested properly at all times.
Justin DuMouchelle, Portfolio Strategist
