As available technology becomes more sophisticated, advisors must keep up to offer clients the most optimal and up-to-date investment strategies. Procedures like tax loss harvesting […]
Implement complex models and monitor asset allocations across portfolios with ease.
Stay on top of cash balances with simple yet powerful tools for daily cash management and intra-day cash monitoring.
Easily connect with a wide variety of portfolio accounting, reporting, custodian and execution systems.
With a wealth of competition, the best trading software for RIAs is determined by its scalability and flexibility. Automation has become a mainstream requirement, allowing […]
Blaze partners with the RIA industry’s leading advisory service providers to help clients stay efficient and flexible. Our integrations with Orion’s portfolio accounting system offer […]
The recent deal between Schwab and Envestnet has caused a market-wide ripple effect, prompting advisors to rethink their software platforms. Last month, Schwab Advisor Services […]
Managing order flow across multiple custodians has become increasingly important as technology continues to rapidly evolve. For an industry of over 12,000 RIAs in the […]
Trading execution algorithms are one of many ways advisors can leverage trading technology for their clients. Algorithmic trading relies on predictive analytics to recognize and […]
Our Valuable Clients
Bryson, Joe, and the whole BlazePortfolio team have been immense partners in continuing to scale our firm. The flexibility we can offer clients as a result of our partnership is unmatched, and the confidence of deploying new infrastructure is a true value add for every new client.
Bridge Financial Technology
Rasheed Hammouda, Co-founder
The ATOM Align system is exciting! With so much functionality, we are able to improve our efficiency with particular emphasis in modeling portfolios to align them to our strategic targets.”
Patton, Albertson, & Miller
Julio Barahona, Director of Investment Operations
Blaze allows us to efficiently and confidently manage our client accounts. The work flow is simple and intuitive, improving our process and ability to ensure our accounts are invested properly at all times.
Bainco International Investors
Justin DuMouchelle, Portfolio Strategist