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Do Robo-Advisors Use Excel Spreadsheets?
That and other questions will be helpful while addressing your firm’s infrastructure, in light of the robo-advisors onset. Opinions on […]
Value from Tax-Loss Harvesting: Feast or Famine?
After reviewing the literature on tax efficiency and deriving value from tax-loss harvesting, we find that a well-diversified and risk […]
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 […]
Top 5 ways the ATOM Align API Can Help Optimize Your Trading Process
Application Programming Interfaces (APIs) offer an advantage to customers by exposing an application’s internal business logic to outside sources. This […]
Technology Decisions That Drive Your Staff Crazy; Selecting Software that Works
While assessing an advisory firm’s technology needs, I was told to “push the envelope” with Excel’s capabilities so the firm […]
Introducing Fractalerts: Algorithm-Driven Alerts for Indices, Forex, & Commodity Markets
Activity in financial markets tends to follow wave-like patterns: something makes a splash, the market reacts in one direction, overcorrects […]
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 […]
BlazePortfolio Execution Algorithms Available with TD Ameritrade Institutional Integration
Access to Execution Algorithms Advisors have access to powerful executions algorithms with BlazePortfolio’s ATOM Align integration with TD Ameritrade Institutional. […]
And the Definition of Obsolete Technology is…
While attending a technology seminar, the speaker mentioned “obsolete technology” several times during the presentation. At its conclusion, I asked […]