BLAZEPORTFOLIO
Blaze Portfolio delivers web-based tax-optimized portfolio rebalancing and scalable trade order management systems for wealth managers, investment advisors, multi-family offices, digital advisors and industry partners. Blaze Portfolio’s flagship platform, ATOM Align, streamlines the trading process with real-time order management including trade compliance, automated order blocking and real time electronic order routing to more than 50 custodians and executing brokers. ATOM Align supports el... ectronic trading of multiple assets types including stocks, ETFs, mutual funds, equity options and fixed income. The rebalancing features in ATOM Align support both highly customized and scalable workflows including household location optimization, global drift analysis, sleeve level modeling, rules-based modeling and tax harvesting.
BLAZEPORTFOLIO
Industry:
B2B Enterprise Software Financial Services FinTech SaaS Trading Platform
Founded:
2005-08-01
Address:
Chicago, Illinois, United States
Country:
United States
Website Url:
http://www.blazeportfolio.com
Total Employee:
11+
Status:
Active
Contact:
(888)987-7999
Email Addresses:
[email protected]
Technology used in webpage:
Viewport Meta IPhone / Mobile Compatible SPF SSL By Default Google Font API Google Analytics LetsEncrypt Google Tag Manager WordPress Content Delivery Network
Current Employees Featured
Founder
Official Site Inspections
http://www.blazeportfolio.com Semrush global rank: 4.39 M Semrush visits lastest month: 2.55 K
- Host name: ec2-44-212-122-144.compute-1.amazonaws.com
- IP address: 44.212.122.144
- Location: Ashburn United States
- Latitude: 39.0481
- Longitude: -77.4728
- Metro Code: 511
- Timezone: America/New_York
- Postal: 20149
More informations about "BlazePortfolio"
About Us - Blaze Portfolio
Regardless of trade volume, Blaze Portfolio’s intuitive platform gives you exceptional line-of-site to your business–across clients, strategies, sleeves,See details»
Blaze Portfolio - Trade Managment and Portfolio Rebalancing …
Blaze Portfolio delivers tax-optimized model rebalancing and scalable trade order management in the cloud. We help advisors provide uncompromising investment services with modern tools …See details»
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Blaze Portfolio - LinkedIn
Blaze Portfolio Investment Portfolio Management Software BlazePortfolio® develops streamlined, user-friendly trade management and portfolio rebalancing solutions for investment managers.See details»
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Blaze Portfolio delivers web-based tax-optimized portfolio rebalancing and scalable trade order management systems for wealth managers, investment advisors, multi-family offices, digital advisors and industry partners.Blaze …See details»
Blaze Portfolio Company Profile | Management and Employees List …
BlazePortfolio® develops streamlined, user-friendly trade management solutions for investment managers, advisors, TAMPs, broker dealers, family offices, and industry partners. Our cloud …See details»
LPL Financial Acquires Blaze Portfolio with Plans to …
In October, Blaze Portfolio entered into an agreement to be acquired by LPL Financial. We continue to function as a stand-alone company under the same name, providing the same services and solutions we’ve always offered: …See details»
Blaze Sunsetting FAQ – BlazePortfolio
Will there be any impact on client billing or subscription? If you choose to extend your agreement to a month to month, please email the month-to-month templated contract to …See details»
Blaze Portfolio | Startup Profile and Investments - Bounce Watch
Blaze Portfolio is a B2B enterprise software startup based in Chicago, IL since 2005. The company provides streamlined trade order management and rebalancing technology tailored …See details»
Advisor Services
Blaze Portfolio is a cloud-based tax-optimized model rebalancing and scalable trade order management system for wealth managers, investment advisors, multi-family offices, digital advisors and industry partners. Seamlessly integrated …See details»
BlazePortfolio - Contacts, Employees, Board Members, Advisors
Investment Automation for Investment AdvisorsSee details»
Blaze Portfolio | Advisor Services
Blaze Portfolio is a cloud-based tax-optimized model rebalancing and scalable trade order management system for wealth managers, investment advisors, multi-family offices, digital …See details»
BlazePortfolio - Craft
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BlazePortfolio
Product Announcements Latest news and updates System Interface and Navigation Interface features, filtering, viewing and navigation the application. Integrations and Imports Data …See details»
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Accounts – BlazePortfolio
BlazePortfolio Accounts, Households and Modeling AccountsAccounts Follow Trade StrategiesSee details»
Financial Advisors - Blaze Portfolio
Blaze Portfolio is designed to scale your operations No two advisor practices are the same, which is why we’ve developed the Blaze Portfolio platform to be the most flexible and scalable …See details»
Trade Strategies – BlazePortfolio
The Trade Strategy gives users more flexibility when creating a single trade across many accounts. With Trade Strategies you can: Rebalance a security to a target percentage across …See details»
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1 day ago For more help choosing a provider, explore the best free portfolio sites. 4. Create a site map Website hierarchy—the structure that organizes your site’s pages and shows how …See details»
Features - Blaze Portfolio
Blaze Portfolio flexible and scalable modeling and trading tools make managing complicated investment strategies a breeze by allowing you to scale trading across an entire firm, automate …See details»