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Blaze Portfolio

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Overview

Blaze Portfolio

Blaze Portfolio delivers a cloud-based tax-optimized portfolio rebalancing and scalable trade order management system for wealth managers, investment advisors, multi-family offices, digital advisors and industry partners.

Blaze Portfolio's platform streamlines the trading process with real-time order management, including trade compliance, automated order blocking, and real-time electronic order routing to more than 50 custodians and executing brokers. Blaze Portfolio supports electronic trading of multiple assets types including stocks, ETFs, mutual funds, equity options, and fixed income. The rebalancing features support highly customized and scalable workflows including household location optimization, global drift analysis, sleeve-level modeling, rules-based modeling and tax harvesting.

For more information: www.blazeportfolio.com

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