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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

Every professional knows that performance gains are made with small decisions over the long term. Kwanti lets you see all the risk factors, holdings that contribute to success, and opportunities to reimagine a portfolio. Get the details right and the big picture falls into place. Risk comes in many different forms, and you can be prepared for them all. Stress test your portfolios and models with historical scenarios to help you make better decisions about how to balance a client’s wants against what they can’t stand to lose. Achieving client objectives requires that clients stay invested and stay on track with the right benchmarks. Simulate how different trading strategies could have impacted returns in the past so you can make informed decisions about how to manage portfolios into the future.

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

Investment Management solution

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

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

Kwanti
Founded: 2008
United States
www.kwanti.com

Alternatives

Alternatives

Risk Shell

Risk Shell

ABC Quant
Assetmax

Assetmax

Fimax AMS
DPC Monitor

DPC Monitor

Digital Portfolio Control
PackHedge™

PackHedge™

FinLab Solutions SA

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

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

Nitrogen

Integrations

Nitrogen
Claim BlazePortfolio and update features and information
Claim BlazePortfolio and update features and information
Claim Portfolio Lab and update features and information
Claim Portfolio Lab and update features and information