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Blaze Portfolio has the integrations advisors need to easily connect with existing systems and industry partners.  We pride ourselves on seamless partner integrations that are simple, fast and automatic.

We’ve built more than 50 integrations to various third parties. Contact us to find out more about current integrations or to find out how users can build their own. We’ve integrated with:

  • Portfolio Accounting Systems
  • Custodians
  • Trading Networks
  • Execution Systems and Brokers
  • Market Data
  • Trust Accounting Systems
  • Bank Settlement
  • Other Industry Partners

Integration Partner Details

  • Integration Method:API, CSV, Tab Delimited, Pipe Delimited
  • FIX Support:Sungard, Interactive Brokers, and more
  • Trade Extract Support:TD, Schwab, Axys, APX, Pershing, Fidelity, Orion

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