Trade Order Management

Keep ahead of moving markets with Blaze Portfolio’s trade order management capabilities. Blaze Portfolio has the tools advisors and traders need to support their trading workflows and ensure accuracy.

Trade Order Management Features

FIX Real-Time Electronic Executions and Allocations

Trade electronically and get executions in real time with more than 500 custodians and brokers, including Charles Schwab, TD Ameritrade, Pershing, and Fidelity. Electronic trade execution and block allocations for Equity, ETF, Mutual Fund, Option and Fixed Income Asset Types

Customized Trading Views

Manage all of your orders and allocations using customizable trade screens, complete with dynamic filters, sorting, custom fields and column selection.

Real-Time or Delayed Market Data

Update prices used for trade calculations automatically using either 15-Minute Delayed or Real-Time Pricing.

Options Workflows

Write covered calls or cash secured puts across one or hundreds of accounts at once with smart trading strategies that accounts for existing underlying holdings. Streamline the management of rolling over options and automatically restrict trading securities with associated options contracts.

Automated Order Blocking

Automatically group equity and ETF trades into block orders and ensure consistent average execution pricing across accounts. Once you’ve completed your block trades, our intuitive interface lets you send allocation details to custodians with the click of a button.

Trade Compliance

Create customizable rules to restrict trading any asset or account. Prevent wash sale violations and mutual fund redemption penalties. Automate the trade calculation adjustments based on minimum trade rules or rounding settings.

Advanced Trading Features

Achieve your ideal execution price with limit and stop-loss orders. Algorithmic Trading - Electronically route orders and apply execution algorithms or not held trade flag for best execution.

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