Cash Management

Managing cashflows manually can be a cumbersome daily activity. Blaze Portfolio has powerful cash management capabilities to help you analyze, monitor, and trade based on the cash requirements of each advisor and client.

Cash Management Features

Real Time Cash Accounting

With real-time cash accounting, clients never have to worry about duplicating trades or overspending cash. Blaze Portfolio has an internal accounting engine that tracks every trade in the system to ensure accurate calculations.

Intraday Cash Deposits / Withdrawals can be updated automatically to reflect custodian cash transactions or determine trades required during a client cash withdrawal.

Cash Monitoring

Prevent overdrafts with customizable cash buffers and targets. Easily monitor cash balances and identify accounts outside of a cash ranges or model drift.

Raise or Invest Cash Rebalancing

Raise cash or invest cash across one or many accounts using intelligent cash rebalancing strategies that optimize trade recommendations to achieve cash targets.

Money Market Sweep and Electronic Trading

Invest your client accounts in money market security with a higher yield by sweeping all excess cash into a tradable money market fund. Process all of the transactions electronically directly with the custodian.

Eric Rosel, CFP, CIMA

Managing Member

MORGAN ROSEL WEALTH MANAGEMENT

We are active traders across client accounts. Blaze's trading technology allows us to implement and trade multiple investment strategies within one account type, which dramatically scales our business, freeing up valuable time to focus on our client’s needs. In addition, their customer service and response time is the best of any vendor we utilize!

5.0

Ursula Auger, CFA, CFP®

Vice President, Portfolio Manager

KEATING INVESTMENT COUNSELORS INC.

Blaze's flexible and comprehensive technology streamlines our investment management and trading process. With Blaze, we can easily make changes to our portfolios and understand the impact of every trade.

5.0

Tom Crecelius, MBA

Investment Counselor

JOEL R. MOGY INVESTMENT COUNSEL INC.

The OMS has great ease of use and reliability. It needs to work every time and it does. The support team has always been responsive and very professional. As our business needs evolved, they suggested and executed a workflow changes that saved us a tremendous amount of time with a very quick turnaround.

5.0

Justin DuMouchelle, CFA, CFP

Partner

CERITY PARTNERS

Blaze allows us to efficiently and confidently manager 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.

5.0