Monitoring Client Portfolios During Market Volatility
As an advisor, your clients are looking for to you to constantly monitor their portfolios, and in the current environment, monitoring client portfolios during market […]
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Top Enhancements to Our Portfolio Rebalancing and Trading Technology
At BlazePortfolio, we are committed to serving financial advisors with the best rebalancing and trade order management system on the market. What sets us apart […]
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 […]
Security and Reliability with the Blaze Portfolio Private Cloud
Since our inception in 2009 we have now partnered with Rackspace to create the Blaze Portfolio private cloud environment. Blaze Portfolio Private Cloud Environment with […]
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 […]
Introducing Blaze Portfolio Communities
We are excited to announce the launch of the new Blaze Portfolio Communities Feature, a space for clients to ask questions and engage in meaningful discussions […]
Replacement Trading Processes Made Easy
Bryson Pouw, President One of our favorite things to do at BlazePortfolio is to solve hard problems with the click of a button. When working […]
Security Equivalents with ATOM Align
One of the exciting new features that we’ve just released is the ability to add Security Equivalents to sleeve and models. With security equivalents you […]
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 […]