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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.
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About
ReubenAI is the operating system for private market investors. A single interconnected intelligence layer where every capability reads from the same underlying data layer — so intelligence built at origination flows through to monitoring, and insights compound across the portfolio.
Deal sourcing and scoring. IC memo generation. Due diligence structuring. Portfolio monitoring. Fund governance and reporting. Each a native widget across a growing range of asset classes and investment scenarios.
Enterprise and institutional buyers — including banks — can select preferred large language models and APIs from a growing app marketplace, meeting internal security, data residency, and model governance requirements without compromise.
Available as self-serve for emerging managers and as an enterprise protocol for institutional VC, PE, family offices, and banks.
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Platforms Supported
Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook
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Platforms Supported
Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook
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Audience
Investors and anyone looking for a platform to invest and manage their investments
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Audience
Banks, Family Office, Multi-Family Office, Venture Capital, Private Equity, Asset Managers
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Support
Phone Support
24/7 Live Support
Online
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Support
Phone Support
24/7 Live Support
Online
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API
Offers API
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API
Offers API
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Screenshots and Videos |
Screenshots and Videos |
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Pricing
No information available.
Free Version
Free Trial
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Pricing
$149/month/team
Free Version
Free Trial
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Reviews/
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Reviews/
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Training
Documentation
Webinars
Live Online
In Person
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Training
Documentation
Webinars
Live Online
In Person
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Company InformationBlazePortfolio
Founded: 2005
United States
www.blazeportfolio.com
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Company InformationReubenAI
Founded: 2025
Australia
www.goreuben.com
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Alternatives |
Alternatives |
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Categories |
Categories |
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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
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Integrations
Adobe Acrobat
Crunchbase
Dropbox
Google Drive
LinkedIn
PitchBook
Sumsub
Zapier
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Integrations
Adobe Acrobat
Crunchbase
Dropbox
Google Drive
LinkedIn
PitchBook
Sumsub
Zapier
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