Implement complex models and monitor asset allocations across portfolios with ease.
Manage order flow across multiple custodians, asset and security classes.
Achieve Simple Tax Alpha with Tax Harvesting and Location Optimization.
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.
Features designed to ensure trading compliance and data accuracy.
High availability infrastructure to ensure we are there when you need us
Your partner every step of the way
Secure private cloud since inception in 2009
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 […]
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. […]
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 […]
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 […]
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 […]
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.
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.”
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.
Justin DuMouchelle, Portfolio Strategist
