Blaze Portfolio

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Blaze Portfolio is a web-based portfolio modeling and trade order management solution for investment advisory, wealth management, trust, and multi-family office clients. The Blaze Portfolio platform streamlines the model rebalancing process with its intuitive design and comprehensive features. Blaze's trading and OMS capabilities include real-time electronic trading via FIX (Financial Information eXchange), trade compliance, and block order management. Blaze is fully integrated with the leading portfolio accounting and back-office outsourcing providers.

Key Features

Order ManagementAutomated block trading

Easily automate your block trading for equities and ETFs to ensure consistent average pricing across accounts.

Trade guidelines and compliance

Create simple rules to apply minimum trade amounts, restrict trading, or round your share lots.

Support for multiple asset classes

Accurately account for and manage equities, ETFs, mutual funds, options, individual bonds, partnerships, hedge funds, and separately managed accounts.

Customized trading views

Manage all of your pending or outstanding orders on dynamic, customizable trade screens.

Limit and stop-loss orders

Achieve your ideal execution price with limit and stop-loss orders.

Model RebalancingFlexible models for complex investment strategies

Modeling in Blaze Portfolio allows you to manage multiple strategies in a single account or household easily. Trade single securities or rebalance specific strategies across accounts in seconds — even if your clients have customized allocations.

Drift analysis at your fingertips

Based on your customized tolerance ranges for strategies or securities, Blaze Portfolio automatically recommends trades for accounts that are out of balance.

Smart cash management

Our cash management program prevents overdrafts with customizable cash buffers and targets, and lets you automatically create trades with a simple cash withdrawal.

Instant tax analysis

Customizable data grids and instant filters mean you can immediately analyze the gains and losses for hundreds of trades.

Electronic TradingReal-time executions

Trade electronically and get executions in real-time with more than 500 brokers, including Charles Schwab, TD Ameritrade, Pershing, and Fidelity.

Real-time accounting

Real-time accounting helps you maintain accurate cash and position balances, including any intra-day trading activity.

Electronic block allocations

Once you’ve completed your block trades, our intuitive interface lets you send allocation details to custodians with the click of a button.

Real-time market data

Select security types to price automatically with either 15-Minute Delayed or Real-Time Pricing.

Seamless Integration

Blaze Portfolio easily integrates with the leading portfolio accounting systems, custodial platforms, and executing brokers.

Enterprise TechnologyWeb-based cloud hosting

Our secure private cloud is always available. Anywhere.

Simple system administration

Portfolio accessibility limits account access to specific users, while permissions limit the application features.

Intuitive and customizable display

Easily customize each view to fit your specific needs.

Key Benefits


Advisors are looking for technology that will save time and help to scale their businesses. Our cloud-based trade management application simplifies modeling and rebalancing while seamlessly integrating with custodians, accounting systems, and back-office solution providers.

The user-friendly features help advisors take full advantage of the software, and with no installation required and extensive data integration, Blaze Portfolio delivers a turn-key solution that’s fast, affordable, and delivers full control.

Investment Managers

A split second can make all the difference in today’s financial world. Investment managers benefit from a streamlined trading process that eliminates barriers to fast trade executions. Blaze Portfolio allows investment managers to control multiple investment strategies within a single account or trade a single security across all accounts with ease.

Blaze Portfolio's FIX order messaging enables managers to trade electronically across multiple custodians in real time, while comprehensive compliance rules can be applied to mitigate risks and prevent trade errors.

Wealth Manager / Family Offices

Blaze Portfolio delivers unmatched flexibility for tax-efficient household rebalancing. Its advanced modeling enables users to manage a household with multiple strategies across many different asset types on one customizable, intuitive screen. Asset allocations can include partnerships, hedge funds, illiquid assets, and managed accounts.


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