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»
BlazePortfolio - Crunchbase Company Profile & Funding
Contact Email [email protected] Phone Number (888)987-7999 Blaze Portfolio delivers web-based tax-optimized portfolio rebalancing and scalable trade order management systems …See details»
Blaze Portfolio Company Profile | Management and Employees List …
BlazePortfolio provides a fully hosted platform that empowers investment professionals with enhanced portfolio visibility and robust tools designed to turn ideas into action. Formed in …See details»
Blaze Portfolio - LinkedIn
Blaze Portfolio provides trade order management and portfolio rebalancing for investment professionals. Our Software-as-a-Service (SaaS) platform empowers clients with scalable and …See details»
Blaze Portfolio - Org Chart, Teams, Culture & Jobs | The Org
Blaze Portfolio delivers web-based tax-optimized portfolio rebalancing and scalable trade order management systems for wealth managers, investment advisors, multi-family offices, digital …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 Portfolio - Overview, News & Similar companies - ZoomInfo
Jun 26, 2019 www.blazeportfolio.com. Revenue <$5 Million. Industry Finance General Finance . Recent News & Media. Itiviti and Blaze Portfolio Partner to Deliver Superior Trad... Aug 20, …See details»
BlazePortfolio - Craft
BlazePortfolio Summary. Company Summary. Overview. Blaze Portfolio is a technology company providing trade order management and portfolio rebalancing software for investment …See details»
BlazePortfolio - Contacts, Employees, Board Members, Advisors
Unlock even more features with Crunchbase Pro . Start Your Free Trial . Stay ConnectedSee details»
Blaze Portfolio - Schwab Advisor Services
About BlazePortfolio Systems Blaze Portfolio develops scalable investment portfolio rebalancing and real-time trade order management technology for wealth managers, investment advisors, …See details»
Working at Blaze Portfolio - Glassdoor
Www.blazeportfolio.com; Chicago, IL; 1 to 50 Employees; Type: Company - Private ... Blaze Portfolio is a family-oriented organization. Cons. They were purchased by a larger organization …See details»
Blaze Portfolio | Blaze Portfolio | Celent
Blaze Portfolio is a web-based portfolio modeling and trade order management solution for investment advisory, wealth management, trust, and multi-family office clients.See details»
BlazePortfolio Reviews in 2024 - SourceForge
BlazePortfolio Frequently Asked Questions Q: What kinds of users and organization types does BlazePortfolio work with? BlazePortfolio works with these users and organization types: Mid …See details»
BlazePortfolio
Product Announcements. Latest news and updates. System Interface and Navigation. Interface features, filtering, viewing and navigation the application.See details»
Investment Managers - Blaze Portfolio
Investment Managers The Blaze Portfolio platform has the capabilities you need to streamline your investment operational workflows, fuel growth and efficiency, so you can focus on …See details»
Accounts – BlazePortfolio
Accounts Follow New articles New articles and comments. Trade StrategiesSee details»
Dashboard - BlazePortfolio
BlazePortfolio; System Interface and Navigation; System Interface and Navigation; Articles in this section. Dashboard; Dashboard Drew LaBelle November 15, 2023 21:00; Updated; Follow. …See details»
Features - Blaze Portfolio
Streamline your operations and grow your business. Blaze Portfolio flexible and scalable modeling and trading tools make managing complicated investment strategies a breeze by allowing you …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»