Tax Management

Identifying ways to minimize your clients’ tax burden is a valuable service that requires technology to do at scale. At Blaze Portfolio we make it easy with tax awareness, tax harvesting, and tax location optimization.

Tax Management Features

Tax Loss Harvesting

Customizable data queries and instant filters mean you can immediately analyze the estimated gains and losses for thousands of trades, or search across your entire business for tax-loss harvesting opportunities.

Real Time Gain / Loss Calculations

Review long-term and short-term gains or losses on every trade and sort/filter the results.

Household Model Location Optimization

For tax-sensitive clients you can automate the process of buying and selling assets in specific accounts using highly customizable and easy to use rules for investing across an entire client’s portfolio of accounts.

Tax Status Equivalents

Automatically select specific securities to include in a model based on account tax status settings.

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