AssetBook and BlazePortfolio Announce Strategic Partnership to Deliver End-to-End Back Office Solution for Investment Advisors


AssetBookCombined Offering Provides Real-Time Trading and Back Office Outsourcing to Financial Advisors.




BlazePortfolio Systems  and AssetBook today announced an integration partnership between software platforms which would provide AssetBook users access to BlazePortfolio’s real-time trade order management system, Atom Align.  The combined offering will provide enhanced flexibility for registered investment advisors who are seeking a best of breed approach to manage their portfolio management systems.  

“We continuously strive to provide advisors with streamlined rebalancing and trading solutions to help them grow their businesses, maximize productivity and mitigate risk,” said BlazePorfotlio President Bryson J. Pouw. “The integration between AssetBook and the ATOM ALIGN platform reinforces BlazePortfolio’s long-standing commitment to deliver a seamless experience to our users”  

“AssetBook is extremely pleased to offer this time saving integration with BlazePortfolio’s ATOM ALIGN to its clients,” said AssetBook Chief Executive Officer Rob Major, “This integration is critical for advisors wanting to streamline their rebalancing and trading processes.”

AssetBook is a leading industry provider of portfolio management software for investment advisors. AssetBook provides a combination of web-based portfolio management software, personalized service, and value pricing.  

Atom Align, developed by BlazePortfolio Systems, is a multi-custodian, web-based modeling and trade order management solution with FIX connectivity provided through SunGard.  Atom Align offers registered investment advisors a unique solution–complete with real-time order management and household model rebalancing–for investment advisors, wealth management, trust, broker dealer, and multi-family office clients.

North Shore Private Asset Management, Lake Forest, Ill., will be the first advisory firm to take advantage of the BlazePortfolio/Atom Align and AssetBook platform integration.  

"Atom Align allows us to leverage reconciled AssetBook data for use in portfolio rebalancing and trade order management,” said David Melsheimer, Principal at North Shore Private.  “The integration of these two systems enables us to pull data from multiple custodians into Atom Align from a single source (AssetBook).  This streamlines the order management process and minimizes the level of mistakes made at the trading level."

About AssetBook 
Maryland-based AssetBook LLC offers a powerful web-based portfolio reporting system with a full data service component. AssetBook helps advisors create efficiency in their firms through its user friendly software, personalized service and value pricing. AssetBook launched in 2004. CEO, Rob Major and his team have over 100 years of experience to the financial industry. AssetBook works with over 200 RIA firms of all sizes and more than 500 advisors.  Visit AssetBook online at for more information. 

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