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.
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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.

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