Advisors have the flexibility to create a customized asset allocation for each client, while using standardized investment components. This allows users to have both unparalleled client customization and scalable investment management across thousands of clients.
Operational efficiency is paramount to every RIA, and MFO’s often encounter additional challenges related to alternative investment transactions, managed accounts, cash movements and investment transitions over extended time frames. Unique features in Blaze Portfolio support these complex workflows and many others.
Larger, more complex clients often have many accounts and investments that are consolidated into a single household view. The Blaze Platform supports multiple unique views of accounts, models, asset classes and other highly customizable displays. Our Client Summary report combines all of the rebalancing output into a simplified, intuitive, and tailored client report, so you can clearly describe every client scenario.