BlazePortfolio MSCI Wealth Manager

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BlazePortfolio:

About

Implement complex models and monitor asset allocations across portfolios with ease. Manage order flow across multiple custodians, asset and security classes. Achieve Simple Tax Alpha with Tax Harvesting and Location Optimization. Stay on top of cash balances with simple yet powerful tools for daily cash management and intra-day cash monitoring. Easily connect with a wide variety of portfolio accounting, reporting, custodian and execution systems. Features designed to ensure trading compliance and data accuracy. BlazePortfolio® develops streamlined, user-friendly trade management solutions for investment managers, RIA's, wealth managers, broker-dealers, family offices, and industry partners. Manage order flow across multiple custodians, asset and security classes. Stay on top of cash balances with simple yet powerful tools for daily cash management and intra-day cash monitoring. Implement complex models and monitor asset allocations across portfolios with ease.
MSCI Wealth Manager:

About

MSCI Wealth Manager is portfolio analytics and portfolio management software for wealth management firms and financial advisors serving high-net-worth and ultra-high-net-worth clients. It helps investment teams construct, analyze, monitor, and explain client portfolios across public and private assets. Features include risk, factor, and scenario analysis; model portfolio management; drift and exposure monitoring; tax-aware optimization; portfolio proposals and reporting; and tools to review prospective client portfolios. Firms can apply their investment models and house views while personalizing portfolios for client goals and constraints. MSCI Wealth Manager integrates with wealth reporting and advisory platforms, including Addepar, Orion, Tamarac, and Black Diamond, and offers API-based connections for portfolio and client data workflows.
BlazePortfolio:

Platforms Supported

Windows Not Supported
Mac Not Supported
Linux Not Supported
Cloud Supported
On-Premises Not Supported
iPhone Not Supported
iPad Not Supported
Android Not Supported
Chromebook Not Supported
MSCI Wealth Manager:

Platforms Supported

Windows Not Supported
Mac Not Supported
Linux Not Supported
Cloud Supported
On-Premises Not Supported
iPhone Not Supported
iPad Not Supported
Android Not Supported
Chromebook Not Supported
BlazePortfolio:

Audience

Investors and anyone looking for a platform to invest and manage their investments
MSCI Wealth Manager:

Audience

Wealth management firms, financial advisors, and investment teams managing client portfolios, including high-net-worth and ultra-high-net-worth portfolios.
BlazePortfolio:

Support

Phone Support Supported
24/7 Live Support Not Supported
Online Not Supported
MSCI Wealth Manager:

Support

Phone Support Not Supported
24/7 Live Support Not Supported
Online Not Supported
BlazePortfolio:

API

Offers API Not Supported
MSCI Wealth Manager:

API

Offers API Supported
BlazePortfolio:

Screenshots and Videos

MSCI Wealth Manager:

Screenshots and Videos

BlazePortfolio:

Pricing

No information available.
Free Version Not Supported
Free Trial Supported
MSCI Wealth Manager:

Pricing

No information available.
Free Version Not Supported
Free Trial Not Supported
BlazePortfolio:

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software
MSCI Wealth Manager:

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software
BlazePortfolio:

Training

Documentation Supported
Webinars Not Supported
Live Online Supported
In Person Supported
MSCI Wealth Manager:

Training

Documentation Not Supported
Webinars Not Supported
Live Online Not Supported
In Person Not Supported
BlazePortfolio:

Company Information

BlazePortfolio
Founded: 2005
United States
www.blazeportfolio.com
MSCI Wealth Manager:

Company Information

MSCI
Founded: 1998
United States
www.msci.com/data-and-analytics/wealth-management/msci-wealth-manager
BlazePortfolio:

Alternatives

MSCI Wealth Manager:

Alternatives

BlazePortfolio:
MSCI Wealth Manager:
MoneyWare

MoneyWare

Miles Software (EbixCash)
BlazePortfolio:
MSCI Wealth Manager:
WealthERP

WealthERP

Ampsys Consulting Pvt Ltd.
BlazePortfolio:
Assetmax

Assetmax

Fimax AMS
MSCI Wealth Manager:
BlazePortfolio:
MSCI Wealth Manager:
BlazePortfolio:

Categories

Family Office Supported
Wealth Management Supported
MSCI Wealth Manager:

Categories

Wealth Management Supported
BlazePortfolio:

Investment Management Features

Accounting Management Supported
Benchmarking Not Supported
Bonds / Stocks Supported
Client Management Supported
Commodities Not Supported
Compliance Reporting Supported
Data Import / Export Supported
For Investment Advisors Supported
For Investors & Traders Supported
Fund Management Not Supported
Modeling & Simulation Supported
Payroll & Commissions Not Supported
Performance Metrics Not Supported
Portfolio Management Supported
Risk Management Not Supported
BlazePortfolio:

Integrations

Addepar Not Supported
Black Diamond Wealth Platform Not Supported
Envestnet | Tamarac Not Supported
MSCI Not Supported
Orion Not Supported
MSCI Wealth Manager:

Integrations

Addepar Supported
Black Diamond Wealth Platform Supported
Envestnet | Tamarac Supported
MSCI Supported
Orion Supported
BlazePortfolio:
Claim BlazePortfolio and update features and information
Claim BlazePortfolio and update features and information
MSCI Wealth Manager:
Claim MSCI Wealth Manager and update features and information
Claim MSCI Wealth Manager and update features and information