Audience
Investors and anyone looking for a platform to invest and manage their investments
About BlazePortfolio
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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Pricing
Free Trial:
Free Trial available.
Integrations
No integrations listed.
Company Information
BlazePortfolio
Founded: 2005
United States
www.blazeportfolio.com
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Product Details
Platforms Supported
Cloud
Training
Documentation
Live Online
In Person
Support
Phone Support
BlazePortfolio Frequently Asked Questions
BlazePortfolio Product Features
Investment Management
Accounting Management
Supported
Bonds / Stocks
Supported
Client Management
Supported
Compliance Reporting
Supported
Data Import / Export
Supported
For Investment Advisors
Supported
For Investors & Traders
Supported
Modeling & Simulation
Supported
Portfolio Management
Supported
Benchmarking
Not Supported
Commodities
Not Supported
Fund Management
Not Supported
Payroll & Commissions
Not Supported
Performance Metrics
Not Supported
Risk Management
Not Supported
