No two advisor practices are the same, which is why we’ve developed the Blaze Portfolio platform to be the most flexible and scalable rebalancing and trading platform for advisors. We offer advisors a wide range of features designed to help you manage the unique needs of your clients, while scaling the implementation of every investment strategy across your entire firm. With these capabilities, our clients can create a standardized set of investment models, which can be automatically adjusted around a client’s legacy holdings, cash requirements, investment preferences or tax status. As the market moves and cash flows in and out of accounts, our clients have the confidence and tools they need to quickly make adjustments to one account or every account in the firm.
Not only do we have the right tools, but our team is here to support you every step of the way. Our team of experts is there to tailor each implementation around a client, customize the workflows and configuration and fully integrate all of your partner systems. Once the implementation is complete we have unlimited product support to ensure your trading process is seamless.