Compliance. Analysis. Accuracy.
RIAs face increasing scrutiny and compliance pressures. With Blaze Portfolio, you can be sure you have the proper safeguards and supervision over your trade operations to remain compliant and readily demonstrate that compliance.
Regardless of trade volume, Blaze Portfolio’s intuitive platform gives you exceptional line-of-site to your business–across clients, strategies, sleeves, investment classes, tax implications, cash balances and more.
Whether you execute a handful of trades a quarter or hundreds in an hour, accuracy is critical. Blaze Portfolio’s order management functionality gives you the confidence to scale your rebalancing and trading workflows. That’s value your clients understand.