Technology + Acquisition: How The Right Technology Impacts Acquiring a Financial Advisory Firm
Twenty years ago, technology was just emerging in the advisory space – and a lot has changed since then. The 2019 T3 conference in Dallas, […]
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
5 Ways RIA Traders Add Value to Their Portfolios
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The Gift of Pre-Trade Risk and Compliance Monitoring Software
Risk and regulation compliance are critical concerns in the trading industry. Failure to give trade compliance the time and detail needed can lead to legal […]
Streamlining Trade Management for Investment Advisors
Whether your firm is just getting off the ground or growing rapidly, if you’re ready to scale your investment advisory business, streamlining trade management processes […]
3 Best Practices for Portfolio Rebalancing from Portfolio Rebalancing Experts
Over the years, BlazePortfolio COO Joe Tabak has noticed that some advisors have a knack for getting the most out of their portfolio rebalancing tools. […]
Tips for Scaling Your Investment Advisory Business
There is no single recipe to ensure success when building and scaling your investment advisory business, but you can find financial advisor advice and tips […]
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