Streamline your operations and grow your business

Blaze Portfolio flexible and scalable modeling and trading tools make managing complicated investment strategies a breeze by allowing you to scale trading across an entire firm, automate all of the unique client scenarios, streamline critical workflows and focus on the investment management.

Drift analysis helps to identify strategies or securities that have drifted away from their targets. Tax-loss harvesting tools identifies opportunistic position or tax-lot opportunities, then enables quick trading and equivalent replacements.

Our features are constantly evolving to help our clients work faster and smarter.

View Features
  • Model Rebalancing

    • Model Rebalancing

    Implement complex models and monitor asset allocations across portfolios with ease.
    Model Rebalancing
  • Trade-Order Management

    • Trade Order Management

    Manage order flow across multiple custodians, asset and security classes.
    Trade Order Management
  • Tax Management

    • Tax Management

    Achieve Simple Tax Alpha with Tax Harvesting and Location Optimization.
    Tax Management
  • Cash Management

    • Cash Management

    Stay on top of cash balances with simple yet powerful tools for daily cash management and intra-day cash monitoring.
    Cash Management
  • Risk Management

    • Risk Management

    Features designed to ensure trading compliance and data accuracy.
    Risk Management
  • Integrations

    • Integrations

    Easily connect with a wide variety of portfolio accounting, reporting, custodian and execution systems.
    Integrations
    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
    John Nadworny, CFP®, CTFA

    Partner and Wealth Advisor

    AFFINIA FINANCIAL GROUP

    Blaze is a great product, and the support team we have is highly knowledgeable.
    Knowing the product is one thing, but the support team’s commitment to getting us up
    and running must be commended. The Blaze support team is extremely responsive
    and goes beyond “the call of duty!” This is very meaningful to us.
    5.0
    Maneesh Shanbhag

    Co-Founder and CIO

    GREENLINE PARTNERS

    Blaze gives us the ability to apply our model portfolios with regard to each client’s individualized asset allocation. Market activity can upset our asset allocation targets and Blaze is great at monitoring these changes and allowing us to efficiently implement tax-efficient trades to rebalance.
    5.0

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    With 100+ integrations, you can bring together everything your team needs to communicate, collaborate, and coordinate work, start to finish.