Solution introduction
Streamline your operations and grow your business
Blaze Portfolio's rebalancing and trade order management system delivers sophisticated modeling and trading technology to investment advisors, wealth managers, and multi-family offices. We streamline your investment operations so you can deliver more for your clients
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 have drifted away from their targets.
Cash Management
Stay on top of cash balances with simple yet powerful tools for daily cash management and intra-day cash monitoring.
Risk Management
Features designed to ensure trading compliance and data accuracy.
Integrations
Easily connect with leading portfolio accounting, reporting, custodial, execution, CRM and other advisor platforms.
