BLAZEPORTFOLIO

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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 Portfolioโ€™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.

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BLAZEPORTFOLIO

Social Links:

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

craig-stevenson_image

Craig Stevenson
Craig Stevenson Vice President of Sales @ BlazePortfolio
Vice President of Sales

Founder


bryson-pouw_image

Bryson Pouw

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

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