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 […]
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
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 […]
The Best Features In Trading Software For RIAs
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 Portfolio Integrations With Orion’s Portfolio Accounting System
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 […]
Schwab’s PortfolioCenter to Envestnet Sale Sparks New Interest In Multi-Custodian Software
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 […]
Utilizing Management Software For Order Flow Across Multiple Custodians
Managing order flow across multiple custodians have become increasingly important as technology continues to rapidly evolve. For an industry of over 12,000 RIAs in 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
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