BlazePortfolio
Streamlined Trade Order Management and Rebalancing Technology for Advisors
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.
2010
United States
- Investment-management
- English
Industries
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Investment-management
Licensing & Deployment
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Open Source
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Cloud Hosted
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Web-based
Support
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Email
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Phone
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24x7 Support
Training
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Webinar
Knowledge Base
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Help Guides
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Video Guides
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Blogs
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Webinars
Media
BlazePortfolio Core Features
Focus of Investment Management Feature
- Accounting Management
- Asset Management
- Client Portal
- Fund Management
- Investment Tracking
- Performance Metrics
- Portfolio Management
- Reporting
BlazePortfolio Pricing
Pricing Type
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Contact Vendor
Preferred Currency
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USD ($)
Free Version
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No
Payment Frequency
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Quote Based
BlazePortfolio Reviews
BlazePortfolio Integration
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