Innovative RIAs Surprise Trading and Rebalancing Software Developers
One of the pleasant surprises we’ve experienced as we’ve helped RIA practices integrate our trading and rebalancing software is the creative spirit of our clients. […]
Features
Model Rebalancing
Implement complex models and monitor asset allocations across portfolios with ease.
Trade Order Management
Manage order flow across multiple custodians, asset and security classes.
Tax Management
Achieve Simple Tax Alpha with Tax Harvesting and Location Optimization.
Cash Management
Stay on top of cash balances with simple yet powerful tools for daily cash management and intra-day cash monitoring.
Integrations
Easily connect with a wide variety of portfolio accounting, reporting, custodian and execution systems.
Risk Management
Features designed to ensure trading compliance and data accuracy.
Integration Partners
Services
Business Continuity / DR
High availability infrastructure to ensure we are there when you need us
Support / Implementation
Your partner every step of the way
Cloud Hosted Solutions
Secure private cloud since inception in 2009
Pre-Trade Compliance Software for Investment Advisors in Response to SEC Alerts
Risk alerts published by the SEC’s OCIE (Office of Compliance Inspections and Examinations) help protect investors, improve industry practices, and ensure market integrity. Within any […]
Software Integrations with Portfolio Accounting and Reporting Systems Can Make or Break Operations a
Advancements in technology have increased advisors’ productivity and ability to serve clients for years. The modern advisor can outperform simply by embracing technology, “growing their […]
Why Advisors Use Algorithmic Trading; Man Vs. Machine
In an age of ever-advancing technology, industries are revolutionized by the automation and optimization of tedious manual processes. The trade management industry is no exception. […]
How Technology and Client Views Can Simplify Cash Management for Advisors
After a decade of a strong bull market, advisors face the challenge of meeting clients’ expectations while monitoring turbulence in an economic outlook that is […]
Utilizing Household Asset Allocation with Multiple Accounts
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 […]
Our Valuable Clients
Our Testimonials
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