We make integration seamless
We’ve built more than 50 integrations to various third parties. Contact us to find out more about current integrations or to find out how users can build their own. We’ve integrated with:
Portfolio Accounting Systems
Daily automated integration with your portfolio accounting or investment reporting systems.
Access hundreds of executing brokers and counterparties with our FIX integration to leading institutional trading networks, including FIS and Itiviti.
Update prices used for trade calculations automatically using either 15-Minute Delayed or Real-Time Pricing.
Build your Own Integrations
With Blaze Portfolio integration templates you can build and automate your own integrations. Our intuitive import process allows you to map data fields and values, choose from multiple common delimiters and translate data seamlessly into the Blaze Portfolio platform.
Custodians and Brokers
Execute and allocate trades directly with your custodians using FIX electronic trading. Upload trade or allocation files using preformatted files.
Execution Management and Trading Systems
Route trades to Bloomberg EMSX and other EMS platforms. Trade bonds electronically with bond trading platforms like MarketAxess.
Integrate Blaze Portfolio with Salesforce or other CRM systems to automate cash workflows, model assignments or update nearly any field in Blaze Portfolio with CRM data.
Trades are reconciled automatically to ensure that accounts have accurate information at the start of each day. Accounts are automatically flagged if any trade reconciliation issues are identified.
Eric Rosel, CFP, CIMA
MORGAN ROSEL WEALTH MANAGEMENT
Ursula Auger, CFA, CFP®
Vice President, Portfolio Manager
KEATING INVESTMENT COUNSELORS INC.
Tom Crecelius, MBA
JOEL R. MOGY INVESTMENT COUNSEL INC.
Justin DuMouchelle, CFA, CFP