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 […]
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.
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 […]
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 […]
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 […]
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 […]
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
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