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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.

Website

https://blazeportfolio.com/

Contacts

sales@blazeportfolio.com

https://www.facebook.com/blazeportfoliosystems/

https://www.linkedin.com/company/blazeportfolio/

https://twitter.com/BlazePortfolio

BlazePortfolio
  • Model Rebalancing
  • Trade Order Management
  • Tax Management
  • Cash Management
  • Risk Management
BlazePortfolio

Companies that integrate with BlazePortfolio

Each integration enriches the platform with data or features that provide comprehensive service and enhance the customer experience.

Accusource
Accusource
Accusource partners with firms such as RIAs, hedge funds, family offices or asset managers to support data processing, performance and reporting needs.
#Portfolio Reporting
Addepar
Addepar
Addepar is a wealth management platform that specializes in data aggregation, analytics and performance reporting.
#Portfolio Reporting #Account Aggregation #Analytics
SS&C Advent
Advent | SS&C
SS&C Advent delivers technology solutions and services to financial services clients big and small around the globe.
#Portfolio Management #Account Aggregation #Analytics #Rebalancing #Trading #Portfolio Reporting
Albridge | BNYMellon
Albridge Applink
Through Applink™ integration solution, advisors can seamlessly access tools for CRM, portfolio management, risk management and more.
#Account Aggregation
AssetBook
AssetBook
AssetBook equips Advisors with robust portfolio accounting software, attractive client reporting and experienced technology consulting at an affordable price.
#Billing #Analytics #Portfolio Reporting
Bank of America
Bank of America Merril Lynch
Bank of America Merrill Lynch provides services in mergers and acquisitions, equity and debt capital markets, lending, trading, risk management, research, and liquidity and payments management.
#Custodian
Black Diamond
Black Diamond | Advent | SS&C
The Black Diamond Platform is an award-winning portfolio management system and client reporting solution for financial advisors and wealth managers.
#Portfolio Management #Billing #Rebalancing #Portfolio Reporting #Tax Planning
Bloomberg
Bloomberg
Bloomberg is the global leader in business and financial data, news and insight.
#Trading #Analytics
Bridge Financial Technology
Bridge Financial Technology
BridgeFT builds automated SaaS solutions for financial advisors to radically streamline their operations, enhance client interactions, and scale their businesses faster.
#Billing #Account Aggregation
Charles Schwab
Charles Schwab
Charles Schwab strives to disrupt the status quo of the traditional Wall Street approach on behalf of the clients.
#Broker-Dealer Platforms #Custodial Platforms #Custodian #Financial Planning #Portfolio Management #Retirement Planning
Clearwater Analytics
Clearwater Analytics
Clearwater Analytics is the leading provider of web-based investment portfolio accounting, reporting, and reconciliation services for institutional investors at thousands of organizations.
#Investment Research #Account Aggregation
Empaxis
Empaxis
Empaxis optimizes operations for Investment Managers worldwide. It helps to create omni-channel, cloud-based & client-focused businesses
#TAMP #Billing
Fidelity
Fidelity
Fidelity offers investment management, retirement planning, portfolio guidance, brokerage, and many other financial products.
#Custodian #Analytics #Portfolio Management #Trading #Investment Research
FIS
FIS
FIS is a leader in technology and services that helps businesses and communities thrive by advancing commerce and the financial world.
#Payment Processing #Account Aggregation #College Planning #Risk Profiling #Trading #Security
Morningstar
Morningstar
Morningstar, Inc. is a leading provider of independent investment research in North America, Europe, Australia, and Asia.
#Investment Research
Orion
Orion Advisor Services
Orion was built by advisors, for advisors. The market didn’t have a portfolio accounting service good enough for a registered investment adviser, so Orion built the solution.
#Portfolio Management #Billing #Financial Planning #Rebalancing #Trading #TAMP #Portfolio Reporting
Pershing
Pershing
BNY Mellon’s Pershing and its affiliates provide global financial business solutions to advisors, broker-dealers, family offices, hedge fund and ’40 Act fund managers, registered investment advisor firms and wealth managers.
#Custodial Platforms #Annuities #Analytics #College Planning #Custodian #Financial Planning #Portfolio Accounting #Portfolio Management #Trading #Investment Research #Portfolio Reporting #Retirement Planning #Health Insurance #Lending
Portfolio Pathway
Portfolio Pathway
Portfolio Pathway is a robust wealth management platform that started from a cloud-based portfolio management system and have evolved into a more rounded platform with additional features such as rebalancing, trading, fee billing, third party manager capabilities and more.
#Portfolio Reporting #Billing #Rebalancing #Trading #Tax Planning
Charles Schwab
Portfolio Performance Reporting | Schwab
Schwab's Portfolio Performance Reporting provides you with the confidence to know how your portfolio is working at any time.
#Portfolio Reporting
TD Ameritrade
TD Ameritrade
TD Ameritrade helps individual investors pursue their financial goals through its brokerage subsidiaries.
#Custodian #College Planning #Financial Planning #Portfolio Management #Trading #Investment Research #Retirement Planning

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