Blaze Portfolio’s ATOM Align
Offering snapshot:
Blaze Portfolio is another trade-order management solutions provider that, among other offerings, provides a portfolio rebalancing component. The company offers solutions to a large pool of clients and serves the needs of RIAs, investment and wealth managers, as well as broker-dealers and family offices. Its Atom Align is a web-based portfolio-modeling and trade-order management engine with an intuitive design and comprehensive features, including real-time electronic trading through Financial Information eXchange, block order management, and trade compliance.
Features:
Cloud-based software; quick analysis of accounts, cash management, tax-loss harvesting, and held-away accounts; two review levels; CGDA; location optimization; security equivalences; custom trade minimums; custom-tailoring to RIAs’ needs
Basic pricing:
10,000–14,000 USD per year
Set-up time:
4 weeks
Integrations: