technology for advisors - Blaze Portfolio

The big news It’s official. TD Ameritrade has become ⁦Charles Schwab. The deal closed on October 6. By acquiring TD […]

You’re credentialed and have great clients, but in this ever-evolving financial landscape what tools do RIAs need in your toolbox? […]

There are many important factors that lead to the successful optimization of your trade operations, some that can be controlled […]

One of the pleasant surprises we’ve experienced as we’ve helped RIA practices integrate our trading and rebalancing software is the […]

Advancements in technology have increased advisors’ productivity and ability to serve clients for years. The modern advisor can outperform simply […]

In an age of ever-advancing technology, industries are revolutionized by the automation and optimization of tedious manual processes. The trade […]

Blaze partners with the RIA industry’s leading advisory service providers to help clients stay efficient and flexible. Our integrations with […]

The recent deal between Schwab and Envestnet has caused a market-wide ripple effect, prompting advisors to rethink their software platforms. […]

6BlazePortfolio is pleased to announce the addition of Interactive Brokers as a real-time electronic trading integration through the ATOM Align […]

ATOM Align receives 4.5 / 5 stars on OpenView MarketSquare, a technology vendor review platform from Schwab Intelligent Technologies. Advisors […]

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