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 Portfolio’s flagship platform, ATOM Align, streamlines the trading process with real-time order management including tradecompliance, 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.

Enterprise Software

FinTech

Trading & Exchanges

Blaze Portfolio

Bryson Pouw

Brady Loggins

Arshia Rahman

Marshall Hill

Eric Cho

Jerry Langland

Raymond Frost

Drew Labelle

PJ Runge

Ram Edulakanti

Blaze Portfolio

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