Latest News from Blaze Portfolio

Top 5 Reasons to Choose an Order Management System

Advanced Trading recently published an article written by Bryson Pouw, President at BlazePortfolio Systems.  Bryson compares the key differences between a trade order management system and a rebalancing system.  An RIA can gain a clear understanding of which system is most beneficial to his/her practice.  Here is the link to the article:  http://www.advancedtrading.com/ems-oms/top-5-reasons-to-choose-an ... Keep Reading →

Jack Russell, Founder of Russell Capital Management, Shares His Experience with Atom Align

Harry “Jack” Russell started the Lexington, KY based firm Russell Capital Management in 1990. Russell Capital Management now employs seven advisors and manages portfolios for high net worth families, public and private foundations, retirement plans, IRAs, revocable and irrevocable trusts, and other investors. In this video, Jack describes his customized approach to investment strategies and how ATOM ALIGN has significantly reduced the time required to manage his accounts. ... Keep Reading →

Pershing Demonstrates Support For Integrated Trading Partners

February 21, 2013: RIA Biz reported a story featuring Clark Capital, as an example of Pershing offering a suite of trading platform options to its advisory clients. The report focused on Clark Capital's selection of Portfolio Pathway as the provider of choice for their portfolio reporting and billing.  In addition, RIABiz commended Pershing's offering of best of breed trading platforms, including Atom Align from BlazePortfolio Systems.  Read ... Keep Reading →

BlazePortfolio to Exhibit at the T3 Technology Tools for Today Conference

BlazePortfolio Systems will be an exhibiting vendor at the T3 Technology Tools for Today conference from February 11-13 in Miami, Florida. At the T3 conference advisors, custodians and technology vendors gather to discuss the future of the advisory profession and how technology shapes the industry.Bryson Pouw, President of BlazePortfolio, will be a panelist in the discussion, “What's New in Portfolio Management Systems.”Join us at the conference by registering ... Keep Reading →

BlazePortfolio to Exhibit at the TD Ameritrade Institutional National Conference

BlazePortfolio Systems will be an exhibiting vendor at the TD Ameritrade national conference in San Diego from January 30 - February 2. BlazePortfolio is excited to have been selected to exhibit in the Veo Integration Partner area at the conference. Our web-based trading platform, Atom Align, is an integrated partner with Veo. We will be onsite to demonstrate the real-time trade management capabilities ... Keep Reading →

Gil Baumgarten from Segment Wealth talks about ATOM ALIGN

Gil Baumgarten founded Segment Wealth Management in 2010 after 26 years with Smith Barney and UBS. Gil has twice been named to BARRONS Winners Circle List of the top 1000 Wealth Advisors in America.   ... Keep Reading →

BlazePortfolio Systems Approved for TD Ameritrade VEO® Open Access API

ATOM ALIGN users will save time and reduce risk with streamlined trading and real-time data integration using the VEO Open Access APIBlazePortfolio Systems®, the provider of trade order management system ATOM ALIGN®, has been approved as a partner with TD Ameritrade Institutional on the VEO open access initiative.   With the ATOM ALIGN – VEO Open Access API integration investment advisory firms will be able to streamline their ... Keep Reading →

BlazePortfolio to Exhibit at Impact 2012

BlazePortfolio Systems will be an exhibiting vendor at the Impact 2012, Charles Schwab’s annual conference.  The BlazePortfolio team will be on hand to feature our flagship trade order management system, Atom Align.  Click here to learn about Atom Align.  We encourage you to stop by our booth, #406.  ... Keep Reading →

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