How our Portfolio Management Software Integrates with Schwab
The big news It’s official. TD Ameritrade has become Charles Schwab. The deal closed on October 6. By acquiring TD Ameritrade, Schwab will almost double […]
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5 Tools Every Successful RIA Needs
You’re credentialed and have great clients, but in this ever-evolving financial landscape what tools do RIAs need in your toolbox? Consult this list to learn […]
Optimize Your Trading Workflow for Success
There are many important factors that lead to the successful optimization of your trade operations, some that can be controlled and some that cannot. The […]
Innovative RIAs Surprise Trading and Rebalancing Software Developers
One of the pleasant surprises we’ve experienced as we’ve helped RIA practices integrate our trading and rebalancing software is the creative spirit of our clients. […]
Software Integrations with Portfolio Accounting and Reporting Systems Can Make or Break Operations at an RIA
Advancements in technology have increased advisors’ productivity and ability to serve clients for years. The modern advisor can outperform simply by embracing technology, “growing their […]
Why Advisors Use Algorithmic Trading; Man Vs. Machine
In an age of ever-advancing technology, industries are revolutionized by the automation and optimization of tedious manual processes. The trade management industry is no exception. […]
Blaze Portfolio Integrations With Orion’s Portfolio Accounting System
Blaze partners with the RIA industry’s leading advisory service providers to help clients stay efficient and flexible. Our integrations with Orion’s portfolio accounting system offer […]
Schwab’s PortfolioCenter to Envestnet Sale Sparks New Interest In Multi-Custodian Software
The recent deal between Schwab and Envestnet has caused a market-wide ripple effect, prompting advisors to rethink their software platforms. Last month, Schwab Advisor Services […]
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 platform. The Interactive Brokers trading […]
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 commented that the platform “made […]