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 […]
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 […]
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 […]
At BlazePortfolio, we are committed to serving financial advisors with the best rebalancing and trade order management system on the market. What sets us apart […]
We are excited to announce that Blaze Portfolio clients can now trade Mutual Funds electronically with all of the major RIA custodians. At Blaze Portfolio […]
Application Programming Interfaces (APIs) offer an advantage to customers by exposing an application’s internal business logic to outside sources. This allows for other systems to […]