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 […]
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.
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 […]
There’s so much to keep track of these days. RIAs are striving to maximize returns, increase customer satisfaction and earn referrals. Take these seven steps […]
Cash rebalancing: easily optimize cash flow, even in uncertain times There’s so much going on right now. Markets are jumpy, and it’s not clear exactly […]
In times of market volatility, your clients need you now more than ever. But how do you find time to spend those extra minutes reassuring […]
For many, the current global health crisis has put life on hold, but RIAs know their fiduciary duty to their clients never takes a break. […]
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