Blaze Portfolio
HQ Address
4619 N Ravenswood Ave, 302C, Chicago, IL 60640, United States
Website Address
Business introduction
Portfolio Rebalancing and Trade Execution in an Instant
Blaze Portfolio delivers tax-optimized model rebalancing and scalable trade order management in the cloud. We help advisors provide uncompromising investment services with modern tools that never stop evolving
Streamlining Trade Management For Investment Advisors
Blaze Portfolio develops scalable investment portfolio rebalancing software and real-time trade order management technology for wealth managers, investment advisors, multi-family offices, digital advisors and industry partners.
Our proprietary Software-as-a-Service (SAAS) platform empowers clients with flexible tax-optimized modeling, cash management, trade compliance, and real-time electronic trading. Blaze Portfolio/Atom Align clients are up and running quickly with our seamless integration to leading portfolio accounting and reporting systems, back-office outsourcing providers, and multiple custodians.
Headquartered in Chicago, IL and founded in 2010, our team has decades of investment industry experience.
Blaze Portfolio Solutions
Blaze Portfolio
Our features are constantly evolving to help our clients work faster and smarter. Model Rebalancing Implement complex models and monitor asset allocations across portfolios with ease. Trade Order Management Manage order flow across multiple custodians, asset and security classes. Tax Management Achieve Simple Tax Alpha with Tax Harvesting and Location Optimization. Drift Analysis Identify strategies or securities that......
