BlazePortfolio

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BlazePortfolio

Rebalancing, Risk Profiling, TAMP, Trading

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Products / Services
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About

Blaze Portfolio provides trade order management and portfolio rebalancing for investment professionals. Our Software-as-a-Service (SaaS) platform empowers clients with scalable and flexible modeling, tax-optimization, cash management, trade compliance, and real-time electronic trading. Blaze Portfolio clients are up and running quickly with our seamless integration to leading portfolio accounting and reporting systems, back-office outsourcing providers, and multiple custodians.

Contacts

https://blazeportfolio.com/

sales@blazeportfolio.com

https://www.facebook.com/blazeportfoliosystems/

https://www.linkedin.com/company/blazeportfolio/

https://twitter.com/BlazePortfolio

Products / Services

Model Rebalancing
Trade Order Management
Tax Management
Cash Management
Risk Management

Companies that integrate with 401GO

Each integration enriches the platform with data or features that provide comprehensive service and enhance the customer experience.

Integrations

Integrations: 25

Partnership: 0

Portfolio Pathway

Billing, Portfolio Reporting, Rebalancing, Tax Planning, Trading

Portfolio Pathway is a robust wealth management platform. Our origins started from a cloud-based portfolio management system, but have evolved...

Integrations: 1

Partnership: 0

Portfolio Performance Reporting | Schwab

Portfolio Reporting

At Schwab, we've developed a tool that can help you answer this question by letting you select the appropriate benchmark...

Integrations: 2

Partnership: 0

FIS

Account Aggregation, College Planning, Payment Processing, Risk Profiling, Security, TAMP, Trading

FIS is a leader in technology and services that helps businesses and communities thrive by advancing commerce and the financial...

Integrations: 1

Partnership: 0

Accusource

Portfolio Reporting

When you co-source with Accusource you will not only save time but also get the peace of mind that comes...

Integrations: 9

Partnership: 0

Addepar

Account Aggregation, Analytics, Portfolio Reporting

Addepar is a leading provider of technology for the wealth management industry. The company’s performance reporting and analytics platform aggregates...

Integrations: 5

Partnership: 0

Advent | SS&C

Account Aggregation, Analytics, Portfolio Management, Portfolio Reporting, Rebalancing, Trading

SS&C Advent, a business unit of SS&C Technologies, is helping over 4,300 investment firms in more than 50 countries—from established...

Integrations: 8

Partnership: 0

AssetBook

Analytics, Billing, Portfolio Reporting

AssetBook equips Advisors with robust portfolio accounting software, attractive client reporting and experienced technology consulting at an affordable price. We...

Integrations: 3

Partnership: 0

Bloomberg

Analytics, Trading

Bloomberg is the world's primary distributor of financial data and a top news provider of the 21st century. A global...

Integrations: 1

Partnership: 0

Empaxis

Billing, TAMP

Empaxis Data Management, Inc. is a leading provider of middle- and back-office services to independent investment advisors. Our team of...

Integrations: 3

Partnership: 0

Bank of America Merril Lynch

Custodian

Bank of America Merrill Lynch is the corporate and investment banking division of Bank of America. It provides services in...

Integrations: 2

Partnership: 0

Clearwater Analytics

Account Aggregation, Investment Research

Clearwater aggregates, reconciles, and reports on more than $4 trillion in assets across thousands of accounts daily. Our clients include...

Integrations: 42

Partnership: 0

Black Diamond | Advent | SS&C

Billing, Portfolio Management, Portfolio Reporting, Rebalancing, Tax Planning

The Black Diamond Platform is an award-winning portfolio management system and client reporting solution for financial advisors and wealth managers....

Integrations: 5

Partnership: 0

Bridge Financial Technology

Account Aggregation, Billing

Bridge is a financial technology company with an operating history of over 15 years. Its software focuses on automating necessary...

Integrations: 31

Partnership: 0

Charles Schwab

Broker-Dealer Platforms, Custodial Platforms, Custodian, Financial Planning, Portfolio Management, Retirement Planning

The Charles Schwab Corporation provides a full range of brokerage, banking and financial advisory services through its operating subsidiaries. Its...

Integrations: 24

Partnership: 0

Fidelity

Analytics, Custodian, Investment Research, Portfolio Management, Trading

Fidelity aims to make financial expertise broadly accessible and effective in helping people live the lives they want. It focuses...

Integrations: 16

Partnership: 0

Morningstar

Investment Research

Morningstar, Inc. is a leading provider of independent investment research in North America, Europe, Australia, and Asia. The company offers...

Integrations: 62

Partnership: 0

Orion Advisor Services

Billing, Financial Planning, Portfolio Management, Portfolio Reporting, Rebalancing, TAMP, Trading

Orion Advisor Solutions offers a personalized financial management continuum, including best-in-class advisor technology and investment solutions to help fiduciary-minded advisors...

Integrations: 21

Partnership: 0

Pershing

Analytics, Annuities, College Planning, Custodial Platforms, Custodian, Financial Planning, Health Insurance, Investment Research, Lending, Portfolio Accounting, Portfolio Management, Portfolio Reporting, Retirement Planning, Trading

BNY Mellon’s Pershing and its affiliates provide global financial business solutions to advisors, broker-dealers, family offices, hedge fund and ’40...

Integrations: 31

Partnership: 0

TD Ameritrade

College Planning, Custodian, Financial Planning, Investment Research, Portfolio Management, Retirement Planning, Trading

TD Ameritrade helps individual investors pursue their financial goals through its brokerage subsidiaries. For more than 40 years, TD Ameritrade...

Integrations: 12

Partnership: 0

Asset-Map

College Planning, Financial Planning, Retirement Planning

Asset-Map is an award-winning financial tech start-up based in Philadelphia, PA. Through Asset-Map, advisors are able to see such data...

Partnership

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