Blaze Portfolio Systems

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Overview

BlazePortfolio | ATOM Align

Blaze Portfolio delivers a web-based tax-optimized portfolio rebalancing and scalable trade order management system 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 electronic 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.

For more information: www.blazeportfolio.com

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