About BlazePortfolio
blazeportfolio.comBlaze 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 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.
SaaS Adoption
SaaS Adoption indicates the level of adoption by this company of software as a service services.
Cloud Adoption
Cloud Adoption indicates the level of adoption by this company of cloud services.
IT Footprint
IT Footprint gives a relative indication of how much IT services this company consumes.
IT Spend
IT Spend shows roughly how much this client spends on IT per year in USD.
Enlyft tracks the use of over 15,000 technologies and has proprietary data on over 18 million companies worldwide.
Know the products your prospects use
Vendor Usage
BlazePortfolio uses 5 different technologies from 16 different vendors. They have above average use of several technologies including Blaze Portfolio, Salesforce.com CRM and Exchange Online.
Product Categories
BlazePortfolio uses products from 13 different product categories. They are particularly heavy users of products in Web Analytics, Email Communications Technologies, and Cloud Platforms & Services.
Recently Detected Technologies
Enlyft tracks the use of over 15,000 technologies and has proprietary data on over 18 million companies worldwide.
| Technology | Category | Vendor | Usage |
|---|---|---|---|
| Blaze Portfolio | Financial Management | LPL Financial LLC |  |
| Bootstrap | Software Frameworks | MIT LICENSE | |
| Microsoft Office 365 | Office Productivity | Microsoft Corporation | |
| WordPress | Web Content Management | WordPress | |
| Apache httpd | Web Servers | The Apache Software Foundation | |
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