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!
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.
Tom Crecelius, MBA
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.
Justin DuMouchelle, CFA, CFP
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.
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.
Co-Founder and CIO
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.
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