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