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 […] Read more
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 […] Read more
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 […] Read more
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 […] Read more
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 […] Read more
Why Buy Portfolio Rebalancing Software Now? Three reasons NOW is the perfect time to purchase portfolio rebalancing software: COST BASIS REGULATION: As of January 1, 2011 […] Read more
Straight-Through Processing with ATOM ALIGN Straight-through processing is considered the holy grail by many in the investment industry. At BlazePortfolio, we developed ATOM ALIGN to […] Read more