BridgePortfolio, a provider of back office support for investment advisors, and BlazePortfolio Systems have partnered to deliver end-to-end back office solution for investment advisors. BlazePortfolio’s ATOM ALIGN, which streamlines the portfolio and household model rebalancing process for investment advisor, wealth management, trust, broker dealer and multi-family office clients, has been integrated with BridgePortfolio’s product suite
ATOM ALIGN will be utilized by investment advisors to seamlessly manage complex trading and rebalancing process, while BridgePortfolio will oversee advisor’s back office functions, including data download, reconciliation, performance reporting and fee billing. Since April, Arkansas-based Foresight Investment Advisor has been using the combined offering.
Click here for the release from BlazePortfolio Systems.