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Advisors and clients don’t usually talk about operational technology. Here are five reasons why you should not only bring up […]

The RIA industry continues to embrace technology and its ability to increase efficiency, but the ability to reduce risks may […]

Next week BlazePortfolio will release the newest version of ATOM ALIGN, the industry’s most advanced web-based modeling and order management […]

The Financial Planning Association (FPA) has partnered with ActiFi, a leading practice management consulting firm for financial advisors, on their […]

Three reasons NOW is the perfect time to purchase portfolio rebalancing software: COST BASIS REGULATION: As of January 1, 2011 […]

Straight-through processing is considered the holy grail by many in the investment industry. At BlazePortfolio, we developed ATOM ALIGN to […]

BlazePortfolio Newsletter December 7, 2011       Designed to Benefit the Bottom Line At BlazePortfolio we believe that product design directly impacts the bottom line […]

At the recent Charles Schwab Impact conference I spent quite a bit of time discussing the differences between Atom Align […]

Last month, BlazePortfolio Systems was an exhibiting vendor at the Charles Schwab national conference in San Francisco. Independent Financial Advisors […]

At BlazePortfolio we believe that product design directly impacts the bottom line of the end user. Software that is overly […]