This month’s T3-Technology Tools for Today™ by Joel Bruckenstein features BlazePortfolio’s flagship product ATOM ALIGN. Bruckenstein takes a close look at the rebalancing and OMS solution, describing it as, “designed to be more intuitive and user friendly than the competition, while keeping the cost of the software competitively priced.”
He notes features in Atom Align that set it apart from the competition, such as order management functionality, its low price, powerful sorting capabilities, extensive household filtering and additional benefits that accelerate the rebalancing and trading process for wealth managers and investment advisors.
“BlazePortfolio is on a mission to change the status quo,” writes Bruckenstein. “We admire their willingness to pursue a different path,”
The article is available here (PDF – 754KB).
About Joel Bruckenstein
Freelance magazine writer, book author, virtual office consultant and fee-only financial advisor Joel P. Bruckenstein, CFP®, NAPFA Registered Financial Advisor, is Publisher of Technology Tools For Today (formerly Virtual Office News) and a co-producer of Technology Tools for Today, the only annual technology/practice management conference for independent advisors. Joel has served as Senior Technology Editor at MorningstarAdvisor.com. He has written a monthly technology column for Financial Advisor magazine, and he frequently contributes articles to Financial Planning magazine and other industry publications.