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BlazePortfolio

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United States

Founded in

01 Aug 2005 (20 Years)

Founded

Last online: No recent activity


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0.00

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Traffic & Engagement

1.67

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Security Information

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    What are the differences in regulations for each

    License

    A Grade License

    Issued by globally renowned regulators, these licenses ensure the highest trader protection through strict compliance, fund segregation, insurance, and regular audits. Dispute resolution and adherence to AML/CTF standards further enhance security.

    B Grade License

    Granted by respected regional regulators, these licenses offer robust safety measures such as fund segregation, financial reporting, and compensation schemes. Though slightly less strict than Tier 1, they provide dependable regional protection.

    C Grade License

    Issued by regulators in emerging markets, these licenses offer basic protections such as minimum capital requirements and AML policies. Oversight is less stringent, so traders should exercise caution and verify safety measures.

    D Grade License

    From jurisdictions with minimal oversight, these licenses often lack key protections like fund segregation and insurance. While attractive for operational flexibility, they pose higher risks to traders.

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    Company Information

    Get to know BlazePortfolio

    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 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.

    Industry

    • Financial Other ServicePRIMARY
    • Technology Software Development
    • Technology Software Trading Platform

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