Streamlined Trade Order Management and Rebalancing Technology for Advisors
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Blaze Portfolio provides trade order management and portfolio rebalancing for investment professionals. Our Software-as-a-Service (SaaS) platform empowers clients with scalable and flexible modeling, tax-optimization, cash management, trade compliance, and real-time electronic trading. Blaze Portfolio clients are up and running quickly with our seamless integration to leading portfolio accounting and reporting systems, back-office outsourcing providers, and multiple custodians. Our team works with wealth managers, investment advisors, multi-family offices, digital advisors and industry partners to deliver industry leading solutions.
Core Features
Investment Management Features
  • Accounting Management
  • Asset Management
  • Client Portal
Stock Portfolio Management Features
  • Client Management
  • Multi-Currency Support
  • Portfolio Rebalancing
  • Risk Management
  • Tax Management
  • Technical Analysis
  • Watchlists
Pricing Type
Contact Vendor
Free Version
Payment Frequency
Quote Based
Customer Reviews
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Licensing & Deployment
  • Cloud Hosted
  • Web-based
  • Phone
Knowledge Base
  • Help Guides
  • Video Guides
  • Blogs
  • Webinars
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