Blaze Portfolio

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Overview

Blaze Portfolio is a web-based portfolio modeling and trade order management solution for investment advisory, wealth management, trust, broker-dealer, and multi-family office clients.Atom Align streamlines the model rebalancing process with its intuitive design and comprehensive features.The trading and OMS capabilities in Atom Align include real-time electronic trading via FIX (Financial Information eXchange), trade compliance and block order management.The system is fully integrated with the leading portfolio accounting and back-office outsourcing providers.

Key Features

Order ManagementAutomated block trading

Easily automate your block trading for equities and ETFs to ensure consistent average pricing across accounts.

Trade guidelines and compliance

Create simple rules to apply minimum trade amounts, restrict trading, or round your share lots.

Support for multiple asset classes

Accurately account for and manage equities, ETFs, mutual funds, options, individual bonds, partnerships, hedge funds, and separately managed accounts.

Customized trading views

Manage all of your pending or outstanding orders on dynamic, customizable trade screens.

Limit and stop-loss orders

Achieve your ideal execution price with limit and stop-loss orders.

Model RebalancingFlexible models for complex investment strategies

Modeling in ATOM ALIGN allows you to easily manage multiple strategies in a single account or household.Trade single securities or rebalance specific strategies across accounts in seconds — even if your clients have customized allocations.

Drift analysis at your fingertips

Based on your customized tolerance ranges for strategies or securities, ATOM ALIGN automatically recommends trades for accounts that are out of balance.

Smart cash management

Our cash management program prevents overdrafts with customizable cash buffers and targets, and lets you automatically create trades with a simple cash withdrawal.

Instant tax analysis

Customizable data grids and instant filters mean you can immediately analyze the gains and losses for hundreds of trades.

Electronic TradingReal-time executions

Trade electronically and get executions in real-time with more than 500 brokers, including Charles Schwab, TD Ameritrade, Pershing, and Fidelity.

Real-time accounting

Real-time accounting helps you maintain accurate cash and position balances, including any intra-day trading activity.

Electronic block allocations

Once you’ve completed your block trades, our intuitive interface lets you send allocation details to custodians with the click of a button.

Real-time market data

Select security types to price automatically with either 15-Minute Delayed or Real-Time Pricing.

Seamless Integration

ATOM ALIGN easily connects with the leading portfolio accounting systems, custodial platforms, and executing brokers.

Enterprise TechnologyWeb-based cloud hosting

Our secure private cloud is always available. Anywhere.

Simple system administration

Portfolio accessibility limits account access to specific users, while permissions limit the application features.

Intuitive and customizable display

Easily customize each view to fit your specific needs.

Key Benefits

Advisors

Advisors are looking for technology that will save time and help to scale their businesses.Our cloud-based trade management application, ATOM ALIGN, simplifies modeling and rebalancing while seamlessly integrating with many of the top custodians, accounting systems, and back office solution providers.

The user-friendly features help advisors take full advantage of the software and with no installation required and extensive data integration, ATOM ALIGN delivers a turn-key solution that’s fast, affordable, and delivers full control.

Investment Managers

A split-second can make all the difference in today’s financial world. Investment managers benefit from a streamlined trading process that eliminates barriers to fast trade executions. ATOM ALIGN allows investment managers to control multiple investment strategies within a single account, or trade a single security across all accounts with ease.

ATOM ALIGN FIX order messages enable managers to trade electronically across multiple custodians in real-time, while comprehensive compliance rules can be applied to mitigate risks and prevent trade errors.

Wealth Manager / Family Offices

ATOM ALIGN delivers unmatched flexibility for tax-efficient household rebalancing. Its advanced modeling enables users to manage a household with multiple strategies across many different asset types on one customizable, intuitive screen. Asset allocations can include partnerships, hedge funds, illiquid assets, and managed accounts.

Broker Dealers

ATOM ALIGN provides a scalable, web-based experience that’s ready for enterprise use immediately. Implement global settings for management of account accessibility, trading compliance, and user permissions for 2 to 200 users. ATOM ALIGN also allows users to customize the application’s branding by adding their logo and background images to match existing web platforms.

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