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BlazePortfolio Newsletter – Winter 2012 Release and FPA – ActiFi Rebalancing Report

BlazePortfolio Newsletter

February 14, 2012      

ATOM ALIGN Winter 2012 Release Features Pershing and Albridge Integration

Next week BlazePortfolio will release the newest version of ATOM ALIGN, the industry’s most advanced web-based rebalancing and order management platform.

The Winter 2012 release features two new interface sources—Pershing Custodial Data and Albridge Applink web services—in addition to many other features designed to help advisors streamline daily procedures.

View the highlights from our latest release

ATOM ALIGN Highlighted in FPA – ActiFi Rebalancing Report

The Financial Planning Association (FPA) partnered with ActiFi, a leading practice management consulting firm for financial advisors, on their most recent technology report, the Rebalancing Software Edition.

The report highlights ATOM ALIGN’s comprehensive rebalancing features, ease of use and overall value.

View the post here

Straight-Through Processing with ATOM ALIGN

Straight-through-processing has long been the holy grail of many in the investment industry.  At BlazePortfolio we’ve developed ATOM ALIGN to deliver a straight through process from investment decision to trade execution.

Discover the top features in ATOM ALIGN that will help you save valuable time by streamlining and automating critical tasks.

View the post here

News & Updates

Posted on 02.11.2012

ATOM ALIGN in FPA – ActiFi Rebalancing Report

The FPA and ActiFi have collaborated on a report focused on rebalancing technology.   ATOM ALIGN is featured in the report.

Posted on 02.14.2012

ATOM ALIGN Winter 2012 Release Available Next Week

The most recent version of ATOM ALIGN features the Pershing and Albridge Integration

BlazeBlog

posted on 01.29.2012

Straight-Through Processing with ATOM ALIGN

ATOM ALIGN streamlines and automates each step of the investment modeling and trading process.  Find the features best suited for your firm.

BlazePortfolio Systems – info@blazeportfolio.com – 888.987.7999