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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News & Updates

Posted on 8.20.2012

BlazePortfolio is looking for an Implementation Analyst

BlazePortfolio is seeking an exceptional Implementation Analyst who has what it takes to ensure the success of our clients.

Posted on 8.4.2012

BlazePortfolio Announces FIX Electronic Trading Data Integration with Pershing

With FIX electronic trading advisors can execute trades in milliseconds with the click of a button.

posted on 7.5.2012

Morningstar and BlazePortfolio Announce Strategic Agreement

BlazePortfolio and Morningstar, Inc. provide Morningstar Office users integration with ATOM ALIGN.

posted on 6.11.2012

AssetBook and BlazePortfolio Deliver End-to-End Advisor Solution

AssetBook and BlazePortfolio build streamlined and fully automated integration.


Posted on 08.24.2012

BlazePortfolio Continues to Build Partnerships

We’ve recently added 3 portfolio accounting platforms, a back-office outsourcing firm and electronic trading with a leading custodian.

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BlazePortfolio Systems – – 888.987.7999                          

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