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 latest technology report, the Rebalancing Software Edition. The report highlights ATOM ALIGN’s comprehensive rebalancing features, ease of use and overall value.

ATOM ALIGN stands out as the only order management system (OMS) selected to participate in the rebalancing report. “Our clients truly get the best value with ATOM ALIGN,” said Bryson Pouw, President of BlazePortfolio, “our rebalancing features match up against the most established vendors, yet we include real-time order management at a comparable cost.”

FPA members can download a copy of the 2012 FPA-ActiFi Adviser Technology Report: Rebalancing Software Edition here. Advisors who work with TD Ameritrade Institutional can also access the report through VEO.

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