BlazePortfolio
Streamlined Trade Order Management and Rebalancing Technology for Advisors
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Unclaimed Profile
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.
- Investment-management
- English
Screenshot & Video
LICENSING & DEPLOYMENT
- Open Source
- Cloud Hosted
- Web-based
SUPPORT
- Email
- Phone
- 24x7 Support
Training
- Webinar
Knowledge Base
- Help Guides
- Video Guides
- Blogs
- Webinars
BlazePortfolio Core Features
- Accounting Management
- Asset Management
- Client Portal
- Fund Management
- Investment Tracking
- Performance Metrics
- Portfolio Management
- Reporting
BlazePortfolio Pricing
Pricing Type
-
Contact Vendor
Preferred Currency
-
USD ($)
Free Version
-
No
Payment Frequency
-
Quote Based
BlazePortfolio Reviews
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