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Integration Partners

Integrate with Blaze

At Blaze Portfolio, our goal is end-to-end trade management and processing. Straight through processing is not possible without automated issue handling, client-by-client flexibility, and deep integrations with portfolio management solutions.

When we bring on a new integration partner we seek to go beyond the typical integration and explore ways to leverage the advanced capabilities of each partner. For this deeper integration, we envision the benefits that our current and prospective clients might be able to achieve and build towards the future.

Integrations that Include Automated Issue Handling

For integrations to be fully automated, they must be intelligent enough to handle any data inconsistencies that may arise. Because our users expect timely data and we require the highest quality data for trading, handling issues is of paramount importance. Based on years of integration experience, we’ve built tools to standardize and normalize the data that comes across, even if there are inconsistencies. We automatically monitor data daily and match previous days’ trades and then notify users if there are any problems or stale data.

Client Customization Across Integrations

Every client is just a little bit different. For this reason, we’ve built tools to help enhance and tailor our integrations to each client. Whether there are custom fields to pull from an accounting system, or differences between data reporting and data trading formats for accounts, we can transform and synchronize the data in Blaze with third-party systems. We can also customize clients’ trade communications with executing brokers to leverage trading algorithms.

Integrations with Portfolio Management Software

Our senior team has more than 20 years of experience working with and building integration into investment technology. We’ve built integrations with the leading portfolio accounting system, multiple custodians, executing brokers, CRM’s and data providers. Integrations with portfolio management solutions include web services APIs, real-time messaging, flat files using automated SFTP, XML files and more.

Portfolio Accounting and Reporting Systems

Addepar

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Black Diamond Wealth Platform

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PortfolioCenter

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Clearwater Analytics

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AXYS / APX – SS&C Advent

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Bridge Financial Technology

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Morningstar Office

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Orion Advisor Services

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Portfolio Pathway

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Accusource

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AssetBook

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Empaxis

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Private Client Resources

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Custodians and Trading Providers

Charles Schwab

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Fidelity Investments

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Pershing

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TD Ameritrade

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SGN Network

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Bloomberg EMSX

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Merrill Lynch

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And Many More

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Find out about additional partner integrations