Latest News from Blaze Portfolio

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 we strive to be the leader in streamlined order management and trading workflows, and with electronic Mutual Fund Trading we’ve continued to do just that!Clients can now send Mutual Fund trades to Charles Schwab, Fidelity, Pershing and TD Ameritrade using the same simple button click clients have always used to execute equity and ... Keep Reading →

Security and Reliability with the Blaze Portfolio Private Cloud

Since our inception in 2009 we’ve partnered with Rackspace to create the Blaze Portfolio private cloud environment. With a private cloud we can deliver the security and reliability that our clients expect.  Here are some benefits:We have dedicated hardware that is not shared with other firms.  In the public cloud server resources are shared and data from unrelated companies may coexist on the same server which can increase risks.The hardware and infrastructure are ... Keep Reading →

Tax Loss Harvesting Infographic

Download the infographic here.​ ... Keep Reading →

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 securities to reduce the capital gain taxes for clients.  In order to maintain the client’s investment strategy, those securities are often replaced by purchasing an equivalent holding.Important things to consider when Tax Loss HarvestingWash Sales: Although the IRS does allow tax loss harvesting it is ... Keep Reading →

Introducing Blaze Portfolio Communities

We are excited to announce the launch our of new Community, a space for clients to ask questions and engage in meaningful discussions with both Blaze Portfolio team members and each other. The Community, also highlighted on our Support homepage, features sections on Discussions and Best Practices, Troubleshooting & Tips, ... Keep Reading →

Replacement trading made easy

Bryson Pouw, PresidentOne of our favorite things to do at BlazePortfolio is to solve hard problems with the click of a button.  When working with clients we often hear about tedious workflows in Excel which take hours, that can replaced by a feature in ATOM Align which takes seconds.The process of selling one security and purchasing another security to replace it is an example of a workflow that comes up frequently for investment advisors.  At first glance this process may seem ... Keep Reading →

Security Equivalents with ATOM Align

Bryson Pouw, PresidentOne of the exciting new features that we’ve just released is the ability to add Security Equivalents to sleeve and models.  With a security equivalents you can now incorporate securities that are not included in a standard model.  For example you might have securities that are legacy client holdings or mutual funds closed to new investors that should be included in the overall allocation for existing holders of those securities.With the latest version of ATOM ... Keep Reading →

Do Robo-Advisors Use Excel?

That and other questions will be helpful while addressing your firm’s infrastructure, in light of the robo-advisors onset.Opinions on robo-advisors range from fear of competition to not impacting an advisor’s business. Regardless of where you are on the opinion spectrum, you should take this time to review areas of the robo-advisor’s success and compare them to your business model and infrastructure. Don’t dismiss their arrival and success as a fad that will disappear in a few ... Keep Reading →

Tax Loss Harvesting: Feast or Famine?

After reviewing the literature on tax efficiency and loss harvesting, we find that a well-diversified and risk managed portfolio implicitly promotes tax efficiency by reducing the number of big down years, and as a result, minimizes the amount of tax available to be harvested. We also find that claims by robo-advisors of a 1-3% annual gains from tax harvesting are overestimated because of 1) bias in the timeframe, 2) bias in the portfolio composition, 3) tax deferrals misrepresented as gains ... Keep Reading →

ATOM Align by BlazePortfolio featured in Wealth Management Today

ATOM Align is capturing more attention in the financial world these days, as industry leader Craig Iskowitz recently praised the platform on his widely read blog, Wealth ... Keep Reading →

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