ATOM Align Gets 4.5 / 5 Rating on Schwab Intelligent Technologies

ATOM Align receives 4.5 / 5 stars on OpenView MarketSquare, a technology vendor review platform from Schwab Intelligent Technologies.  Advisors commented that the platform “made portfolio management simpler” and “improved our efficiency.”  Advisors were specifically impressed with the BlazePortfolio customer service describing support as “always prompt and helpful” and “I always know who I’m dealing with.”

We at BlazePortfolio are happy to get positive reviews from our users and plan to continue to improve our product and customer service.

Charles Schwab customers who are interested in reviewing the ATOM Align platform or any other technology vendor on OpenView MarketSquare can submit a review here.

In 2011 Charles Schwab Corporation expanded its technology offering by launching a new business, Schwab Intelligent Technologies™, focused on delivering the next generation of intelligent integration solutions for independent investment advisors.

We at Blaze Portfolio are happy to have received this 4.5 / 5 stars review from Schwab Intelligent Technologies.

Schedule a Demo

With 100+ integrations, you can bring together everything your team needs to communicate, collaborate, and coordinate work, start to finish.