BlazePortfolio Newsletter – Streamlining the Investment Management Process

BlazePortfolio Newsletter

September 8, 2011

TAMP’s – A Model for Streamlined Investment Management

A streamlined investment management process is a key factor to the overall operational performance of an investment firm. The investment management process includes research, asset allocation, investment modeling, rebalancing and trading.

The first installment in our multi-part series on streamlining the investment management process is focused on Turnkey Asset Management Programs (“TAMPs”). TAMPs, by definition, provide a streamlined investment management process that is replicated across multiple firms.

Read the article here

ATOM ALIGN Feature Highlight

Did you know that you can open up ATOM ALIGN multiple times without using more than a single user license?

This is a great feature for clients that have multiple screens or want to compare different views at the same time. To open ATOM ALIGN more than once simply open a new tab or instance of the same browser, and log in again.

View more features here

BridgePortfolio® and BlazePortfolio Announce Strategic Partnership

ATOM ALIGN is the first hybrid OMS-rebalancing solution designed to integrate the comprehensive modeling
capabilities of a rebalancing system with the trading features of an OMS.

In the past investment advisors had to choose either a rebalancing system or an order management system (OMS). Investment managers traditionally used OMSs, while investment advisors chose rebalancing systems.

Today advisory firms are more diverse, requiring a broader range of investment strategies, processes and vehicles.

Find out if ATOM ALIGN is the best fit for your firm, compare your needs to our seven business profiles.

News & Updates

BlazeBlog

posted on 09.07.2011

TAMP’s – A Model for Streamlined Investment Management

The first installment in our multi-part series on streamlining the investment management process is focused on TAMP’s or Turnkey Asset Management Programs.

posted on 06.10.2011

FIX – Instant Messaging for Trades

FIX is the industry leading communication protocol for messaging electronic trade information and block allocation details. Find out how you can benefit from real-time electronic trading.

BlazePortfolio Systems – info@blazeportfolio.com – 888.987.7999

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