Blaze Portfolio
This feature is upgradeable
For End Users
You can activate this feature and other links for ALL VENDORS with a VendorMatch Premium subscription. Additionally you can gain access to an increased depth of data, summary reports, RFX reports (detailed completed RFIs - available to financial institutions only) and comparison grids. Please click here for more information.
For Vendors
Vendors can activate their links and gain access to analytics by upgrading to VendorMatch PRO. Please click here for more information.
Speak with an analyst
Financial institutions and their advisors can subscribe to our Analyst Access* service. Effectively phone or (email) a friend you can have on tap advice and support provided by our analysts on this vendor, solution or solution category.
HOW TO SUBSCRIBE
To protect vendor data only financial institutions and recognized advisors can subscribe to VendorMatch Premium. Please click here for more information.
or contact us to discuss a subscription.
Subject to reasonable use.
Survey Summary
The Survey Summary provides a download of the vendor profile, solution profile and the VendorMatch Discovery survey vendor responses used to power the directory. All responses are provided by the vendor online.
Note that this report is a high level summary of the vendor's credentials and a solution's capabilities designed to assist with solution short-listing. The RFX report is the more comprehensive Request For Information report designed to support evaluation and selection, this will only show where the vendor has completed the "RFX" RFI.
HOW TO SUBSCRIBE
To protect vendor data only financial institutions and recognized advisors can subscribe to VendorMatch Premium. Please click here for more information on Premium features or contact us.
RFX Report
The RFX report is an XLS download of the Vendors response to the “RFX” Request for Information for this solution.
The RFX is a centralized golden copy of a RFI authored by our analysts based on their expertise in running real-life system evaluation and selection projects and completed by the vendor online.
Note to protect vendor that only Financial Institutions and recognized Advisor can subscribe to this feature.
In each instance the first time the link is used the user requests permission to access the RFX report and it is the vendor who is required to authorizes access. You will be alerted when the vendor has reviewed your request and granted permission.
HOW TO SUBSCRIBE
Please click here for more information on Premium features or contact us.
To learn more about subscribing to our service options, please contact us here
This feature is upgradeable
For End Users
You can activate this feature and other links for ALL VENDORS with a VendorMatch Premium subscription. Additionally you can gain access to an increased depth of data, summary reports, RFX reports (detailed completed RFIs - available to financial institutions only) and comparison grids. Please click here for more information.
For Vendors
Vendors can activate their links and gain access to analytics by upgrading to VendorMatch PRO. Please click here for more information.
Speak with an analyst
Financial institutions and their advisors can subscribe to our Analyst Access* service. Effectively phone or (email) a friend you can have on tap advice and support provided by our analysts on this vendor, solution or solution category.
HOW TO SUBSCRIBE
To protect vendor data only financial institutions and recognized advisors can subscribe to VendorMatch Premium. Please click here for more information.
or contact us to discuss a subscription.
Subject to reasonable use.
Survey Summary
The Survey Summary provides a download of the vendor profile, solution profile and the VendorMatch Discovery survey vendor responses used to power the directory. All responses are provided by the vendor online.
Note that this report is a high level summary of the vendor's credentials and a solution's capabilities designed to assist with solution short-listing. The RFX report is the more comprehensive Request For Information report designed to support evaluation and selection, this will only show where the vendor has completed the "RFX" RFI.
HOW TO SUBSCRIBE
To protect vendor data only financial institutions and recognized advisors can subscribe to VendorMatch Premium. Please click here for more information on Premium features or contact us.
RFX Report
The RFX report is an XLS download of the Vendors response to the “RFX” Request for Information for this solution.
The RFX is a centralized golden copy of a RFI authored by our analysts based on their expertise in running real-life system evaluation and selection projects and completed by the vendor online.
Note to protect vendor that only Financial Institutions and recognized Advisor can subscribe to this feature.
In each instance the first time the link is used the user requests permission to access the RFX report and it is the vendor who is required to authorizes access. You will be alerted when the vendor has reviewed your request and granted permission.
HOW TO SUBSCRIBE
Please click here for more information on Premium features or contact us.
To learn more about subscribing to our service options, please contact us here
This feature is upgradeable
For End Users
You can activate this feature and other links for ALL VENDORS with a VendorMatch Premium subscription. Additionally you can gain access to an increased depth of data, summary reports, RFX reports (detailed completed RFIs - available to financial institutions only) and comparison grids. Please click here for more information.
For Vendors
Vendors can activate their links and gain access to analytics by upgrading to VendorMatch PRO. Please click here for more information.
Speak with an analyst
Financial institutions and their advisors can subscribe to our Analyst Access* service. Effectively phone or (email) a friend you can have on tap advice and support provided by our analysts on this vendor, solution or solution category.
HOW TO SUBSCRIBE
To protect vendor data only financial institutions and recognized advisors can subscribe to VendorMatch Premium. Please click here for more information.
or contact us to discuss a subscription.
Subject to reasonable use.
Survey Summary
The Survey Summary provides a download of the vendor profile, solution profile and the VendorMatch Discovery survey vendor responses used to power the directory. All responses are provided by the vendor online.
Note that this report is a high level summary of the vendor's credentials and a solution's capabilities designed to assist with solution short-listing. The RFX report is the more comprehensive Request For Information report designed to support evaluation and selection, this will only show where the vendor has completed the "RFX" RFI.
HOW TO SUBSCRIBE
To protect vendor data only financial institutions and recognized advisors can subscribe to VendorMatch Premium. Please click here for more information on Premium features or contact us.
RFX Report
The RFX report is an XLS download of the Vendors response to the “RFX” Request for Information for this solution.
The RFX is a centralized golden copy of a RFI authored by our analysts based on their expertise in running real-life system evaluation and selection projects and completed by the vendor online.
Note to protect vendor that only Financial Institutions and recognized Advisor can subscribe to this feature.
In each instance the first time the link is used the user requests permission to access the RFX report and it is the vendor who is required to authorizes access. You will be alerted when the vendor has reviewed your request and granted permission.
HOW TO SUBSCRIBE
Please click here for more information on Premium features or contact us.
To learn more about subscribing to our service options, please contact us here
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
Easily automate your block trading for equities and ETFs to ensure consistent average pricing across accounts.
Trade guidelines and complianceCreate simple rules to apply minimum trade amounts, restrict trading, or round your share lots.
Support for multiple asset classesAccurately account for and manage equities, ETFs, mutual funds, options, individual bonds, partnerships, hedge funds, and separately managed accounts.
Customized trading viewsManage all of your pending or outstanding orders on dynamic, customizable trade screens.
Limit and stop-loss ordersAchieve your ideal execution price with limit and stop-loss orders.
Model RebalancingFlexible models for complex investment strategiesModeling 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 fingertipsBased on your customized tolerance ranges for strategies or securities, ATOM ALIGN automatically recommends trades for accounts that are out of balance.
Smart cash managementOur cash management program prevents overdrafts with customizable cash buffers and targets, and lets you automatically create trades with a simple cash withdrawal.
Instant tax analysisCustomizable data grids and instant filters mean you can immediately analyze the gains and losses for hundreds of trades.
Electronic TradingReal-time executionsTrade electronically and get executions in real-time with more than 500 brokers, including Charles Schwab, TD Ameritrade, Pershing, and Fidelity.
Real-time accountingReal-time accounting helps you maintain accurate cash and position balances, including any intra-day trading activity.
Electronic block allocationsOnce 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 dataSelect security types to price automatically with either 15-Minute Delayed or Real-Time Pricing.
Seamless IntegrationATOM ALIGN easily connects with the leading portfolio accounting systems, custodial platforms, and executing brokers.
Enterprise TechnologyWeb-based cloud hostingOur secure private cloud is always available. Anywhere.
Simple system administrationPortfolio accessibility limits account access to specific users, while permissions limit the application features.
Intuitive and customizable displayEasily customize each view to fit your specific needs.
Key Benefits
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 ManagersA 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 OfficesATOM 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 DealersATOM 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.