BlazePortfolio

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.
BlazePortfolio
2010
United States
1 Industry
1 Language

Screenshot & Video

1/2

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

Investment Management

  • Accounting Management
  • Asset Management
  • Client Portal
  • Fund Management
  • Investment Tracking
  • Performance Metrics
  • Portfolio Management
  • Reporting

Stock Portfolio Management

  • Client Management
  • Multi-Currency Support
  • Portfolio Accounting
  • Portfolio Rebalancing
  • Risk Management
  • Stock Alerts
  • Tax Management
  • Technical Analysis
  • Watchlists

BlazePortfolio Pricing

Pricing Type

  • Contact Vendor

Preferred Currency

  • USD ($)

Free Version

  • No

Payment Frequency

  • Quote Based

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