Twenty years ago, technology was just emerging in the advisory space – and a lot has changed since then. The 2019 T3 conference in Dallas, […]
Implement complex models and monitor asset allocations across portfolios with ease.
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.
While some may say there is a distinct set of rules most successful traders follow, becoming successful as a trader also involves understanding less-controllable factors […]
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 […]
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 […]
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. […]
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
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