Latest News from Blaze Portfolio

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 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 →

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 Continues to Build Partnerships

At BlazePortfolio our goal is to streamline the rebalancing and trading process from end-to-end.  We’ve recently added new integration partners on both ends including three portfolio accounting systems (AssetBook ... Keep Reading →

BlazePortfolio Announces FIX Electronic Trading Data Integration with Pershing

BlazePortfolio’s web-based order management system, ATOM ALIGN, is now an approved platform for electronic trading with Pershing.  As a result, Pershing Advisor Solutions and Broker Dealer clients now have a complete end to end solution for trading and rebalancing their client’s portfolios. With this integration advisors on the Pershing platform can create trades ... Keep Reading →

Morningstar and BlazePortfolio Announce Strategic Agreement to Deliver End-to-End Back Office Solution for Investment Advisors

 BlazePortfolio Systems  and Morningstar, Inc. today launched an integration agreement to provide Morningstar Office users access to BlazePortfolio’s streamlined rebalancing and trade order management system, Atom Align.  The strategic agreement between the Chicago-based firms delivers a complete solution for investment advisors seeking operational efficiencies through seamless integration of portfolio management systems. ... Keep Reading →

Pages

Get in touch with our Sales Team today

Request a Demo