Latest News from Blaze Portfolio

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 →

AssetBook and BlazePortfolio Announce Strategic Partnership to Deliver End-to-End Back Office Solution for Investment Advisors

 Combined Offering Provides Real-Time Trading and Back Office Outsourcing to Financial Advisors.   BlazePortfolio Systems  and AssetBook today announced an integration partnership between software platforms which would provide AssetBook users access to BlazePortfolio’s real-time trade order management system, Atom ... Keep Reading →

Tactical Overlay with Atom Align

Investment philosophies tend to fall into one of two categories: passive or active.  With market volatility the new norm, advisors are looking a hybrid approaches or tactical overlay. A recent Barron’s article highlights advisory firms with strategies that contain ... Keep Reading →

5 Ways to Talk to Clients about Atom Align

Advisors and clients don’t usually talk about operational technology. Here are five reasons why you should not only bring up the topic but leverage the discussion as an example of how you have their best interests in mind.You are a professional: Professional Advisors have professional operationsAdvisors demonstrate ... Keep Reading →

Using Technology to Reduce Business Risk

The RIA industry continues to embrace technology and its ability to increase efficiency, but the ability to reduce risks may be of greater importance.  One advisor technology that can significantly reduce business risk and save time is an order management system (OMS). Currently many Financial Advisors manage investment strategies ... Keep Reading →

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 modeling 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 ways to help advisors streamline daily procedures.Some of the highlights from the Winter 2012 release include:Pershing Custodial Data Import – Seamless integration of ... Keep Reading →

ATOM ALIGN Highlighted in FPA – ActiFi Rebalancing Report

The Financial Planning Association (FPA) has partnered with ActiFi, a leading practice management consulting firm for financial advisors, on their latest technology report, the Rebalancing Software Edition. The report highlights ATOM ALIGN’s comprehensive rebalancing features, ease of use and overall value.ATOM ALIGN stands out as the only order management system (OMS) selected to participate in the rebalancing report. “Our clients truly get the ... Keep Reading →

Why Buy Portfolio Rebalancing Software Now?

Three reasons NOW is the perfect time to purchase portfolio rebalancing software:COST BASIS REGULATION ... Keep Reading →

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