BlazePortfolio
Deployment
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Overview
About BlazePortfolio
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.
At a glance
Software information
Industries served, licensing and the support BlazePortfolio provides.
Industries
- Investment-management
Licensing
- Open Source
- Quote Based
Support
- Phone
Training
- Webinar
Knowledge Base
- Help Guides
- Video Guides
- Blogs
- Webinars
Capabilities
BlazePortfolio features
The full feature set, grouped by module.
Investment Management Software
- Accounting Management
- Asset Management
- Client Portal
- Fund Management
- Investment Tracking
- Performance Metrics
- Portfolio Management
- Reporting
Stock Portfolio Management Software
- Client Management
- Multi-Currency Support
- Portfolio Accounting
- Portfolio Rebalancing
- Risk Management
- Stock Alerts
- Tax Management
- Technical Analysis
- Watchlists
Plans
BlazePortfolio pricing
Works with
Integrations
BlazePortfolio connects with the tools your team already uses.
Media
Screenshots & video
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