Neovest

Neovest

JPMorgan
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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.

About

Neovest is a premier, broker-neutral Order and Execution Management System (OEMS) designed to handle the complex, multi-asset trading needs of hedge funds and proprietary trading firms. As an independently operated subsidiary of JPMorgan Chase, it provides a single, unified platform for global liquidity access and end-to-end investment lifecycle management. Neovest’s primary strength lies in its high-speed execution capabilities and vast connectivity network. Global Connectivity: Provides a single source of access to over 340 brokers and 130+ global exchanges, ECNs, and dark pools. Multi-Asset Support: Seamlessly trades equities, futures, options, and FX. Advanced Order Types: Supports complex strategies, including synthetic baskets, pairs trading, and multi-leg spreading in futures markets. Following its 2024 acquisition of LayerOne Financial, Neovest introduced PortfolioOne, a modular platform that expands its reach beyond execution into full portfolio management.

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Audience

Investors and anyone looking for a platform to invest and manage their investments

Audience

Hedge Funds, Asset Managers, Sovereign Funds, Systematic Trading Firms

Support

Phone Support
24/7 Live Support
Online

Support

Phone Support
24/7 Live Support
Online

API

Offers API

API

Offers API

Screenshots and Videos

Screenshots and Videos

No images available

Pricing

No information available.
Free Version
Free Trial

Pricing

No information available.
Free Version
Free Trial

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

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

Training

Documentation
Webinars
Live Online
In Person

Training

Documentation
Webinars
Live Online
In Person

Company Information

BlazePortfolio
Founded: 2005
United States
www.blazeportfolio.com

Company Information

JPMorgan
Founded: 1968
United States
jpmorgan.com

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Categories

Categories

Investment Management Features

Accounting Management
Benchmarking
Bonds / Stocks
Client Management
Commodities
Compliance Reporting
Data Import / Export
For Investment Advisors
For Investors & Traders
Fund Management
Modeling & Simulation
Payroll & Commissions
Performance Metrics
Portfolio Management
Risk Management

Integrations

No info available.

Integrations

No info available.
Claim BlazePortfolio and update features and information
Claim BlazePortfolio and update features and information
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