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

Blaze Portfolio's headquarters in Chicago, IL, United States

This department is responsible for overseeing the creation and enhancement of products through technical and managerial expertise.

Product Development

This department focuses on managing and executing the deployment of systems and processes to ensure successful implementation.

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Implementation Services