Monitoring Client Portfolios During Market Volatility
As an advisor, your clients are looking for to you to constantly monitor their portfolios, and in the current environment, monitoring client portfolios during market […]
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
Top Enhancements to Our Portfolio Rebalancing and Trading Technology
At BlazePortfolio, we are committed to serving financial advisors with the best rebalancing and trade order management system on the market. What sets us apart […]
Electronic Mutual Fund Trading with Blaze Portfolio
We are excited to announce that Blaze Portfolio clients can now trade Mutual Funds electronically with all of the major RIA custodians. At Blaze Portfolio […]
Security and Reliability with the Blaze Portfolio Private Cloud
Since our inception in 2009 we have now partnered with Rackspace to create the Blaze Portfolio private cloud environment. Blaze Portfolio Private Cloud Environment with […]
Tax Loss Harvesting Infographic
Download the infographic here.
How to Use Tax Loss Harvesting to Reduce Client Taxes
What is Tax Loss Harvesting? Tax loss harvesting (TLH) is simply a strategy where the current losses in client positions are realized by selling the […]
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
We save a tremendous amount of time on every trade and with ATOM have the capacity to scale the business.
Main Management
Blaine Docker, Chief Operating Officer, Main Management LLC
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