New Options Trading Strategies in BlazePortfolio Support Covered Calls and Cash Secured Puts BlazePortfolio ATOM Align has long been a leader […]
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Monitoring Client Portfolios During Market Volatility
As an advisor, your clients are looking for to you to constantly monitor their portfolios, and in the current environment, […]
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 […]
BlazePortfolio Adds Interactive Brokers as ATOM Align Electronic Trading Integration
6BlazePortfolio is pleased to announce the addition of Interactive Brokers as a real-time electronic trading integration through the ATOM Align […]
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 […]
Security and Reliability with the Blaze Portfolio Private Cloud
Since our inception in 2009 we have now partnered with Rackspace to create the Blaze Portfolio private cloud environment. Blaze […]
How to Use Tax Loss Harvesting to Reduce Client Taxes
What is Tax Loss Harvesting? Tax loss harvesting (TLH) is simply a strategy where the current losses in client positions […]
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 […]