Risk and regulation compliance are critical concerns in the trading industry. Failure to give trade compliance the time and detail […]
Currently browsing: Blaze Portfolio Features
Cash Management Features for Clients’ Portfolios
Cash Management for Advisors Managing cash is one of the most common activities advisors deal with daily. Not only do you have to manage each client cash request and deposit, but you also need to monitor cash asset […]
New Options Trading Strategies in BlazePortfolio
New Options Trading Strategies in BlazePortfolio Support Covered Calls and Cash Secured Puts BlazePortfolio ATOM Align has long been a leader […]
Top Enhancements to Our Portfolio Rebalancing and Trading Technology
At BlazePortfolio, we are committed to serving financial advisors with the best rebalancing and trade order management system on the […]
Electronic Mutual Fund Trading with Blaze Portfolio
We are excited to announce that Blaze Portfolio clients can now trade Mutual Funds electronically with all of the major […]
Introducing Blaze Portfolio Communities
We are excited to announce the launch of the new Blaze Portfolio Communities Feature, a space for clients to ask questions […]
Replacement Trading Processes Made Easy
Bryson Pouw, President One of our favorite things to do at BlazePortfolio is to solve hard problems with the click […]
Security Equivalents with ATOM Align
One of the exciting new features that we’ve just released is the ability to add Security Equivalents to sleeve and […]
ATOM Align by BlazePortfolio Featured in Wealth Management Today
ATOM Align is capturing more attention in the financial world these days. As industry leader Craig Iskowitz recently praised the […]
ATOM Align Gets 4.5 / 5 Rating on Schwab Intelligent Technologies
ATOM Align receives 4.5 / 5 stars on OpenView MarketSquare, a technology vendor review platform from Schwab Intelligent Technologies. Advisors […]