BlazePortfolio Newsletter - BlazePortfolio Continues to Build Partnerships

BlazePortfolio Newsletter

August 28, 2012

BlazePortfolio Continues to Build Partnerships

At BlazePortfolio our goal is to streamline the rebalancing and trading process from end-to-end.

We’ve recently added new integration partners on both ends including three portfolio accounting systems (AssetBook, Morningstar Office, and SunGard Charlotte), a back office outsource provider (Empaxis), and Pershing as an electronic trading partner.

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Morningstar and BlazePortfolio Deliver End-to-End Back Office Solution

BlazePortfolio Systems and Morningstar, Inc. recently launched an integration agreement to provide Morningstar Office users access to BlazePortfolio’s streamlined rebalancing and trade order management system, Atom Align.

The strategic agreement between the two Chicago-based firms delivers a complete solution for investment advisors seeking operational efficiencies through seamless integration of portfolio management systems.

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AssetBook and BlazePortfolio Announce Strategic Partnership

BlazePortfolio Systems and AssetBook 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.

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BlazePortfolio is now a Pershing approved OMS Vendor

BlazePortfolio’s web-based order management system, ATOM ALIGN, is now an approved platform for electronic trading with Pershing. As a result, Pershing Advisor Solutions and Broker Dealer clients have a complete end to end solution for trading and rebalancing their client’s portfolios.

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