An RIA’S Tech Stack: Your Most Important Decision
A software’s tech stack is a massively important decision for modern RIA’s. Since advisors and their staff interface with software almost constantly, what goes into […]
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
LPL Financial Acquires Blaze Portfolio with Plans to Scale the Platform
In October, Blaze Portfolio entered into an agreement to be acquired by LPL Financial. We continue to function as a stand-alone company under the same […]
How our Portfolio Management Software Integrates with Schwab
The big news It’s official. TD Ameritrade has become Charles Schwab. The deal closed on October 6. By acquiring TD Ameritrade, Schwab will almost double […]
How the COVID Crisis has Changed Technology for RIAs
The COVID pandemic has sparked a sharp increase in remote work, spiking a trend which was already well established. Prior to the pandemic, surveys indicated […]
5 Features of Multi-Custodial Software for RIAs
These must-have features build efficiency and cohesion. Multi-custodial software allows seamless trading across multiple client portfolios, avoiding uploads, spreadsheets and manual account allocations. RIAs know […]
5 Tools Every Successful RIA Needs
You’re credentialed and have great clients, but in this ever-evolving financial landscape what tools do RIAs need in your toolbox? Consult this list to learn […]
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