Blaze Portfolio
Software for portfolio rebalancing with integrated trade order management and cash workflows.
Overview
Blaze Portfolio provides portfolio rebalancing software designed to implement complex models and monitor asset allocations across portfolios efficiently. It supports trade order management across multiple custodians and asset classes, and offers streamlined cash management tools for daily and intra-day monitoring.
The platform integrates with existing software and offers electronic trading connectivity to major custodians, supporting customized modeling, trading workflows, real-time market data, trading compliance, and client-specific requirements. Blaze Portfolio is private cloud-hosted with a focus on security and reliability, partnering with Rackspace for managed hosting.
Key features include flexible modeling, tax optimization, drift analysis, and comprehensive client support and implementation services. The software is designed to handle sophisticated trading and investment management needs with over 20 years of development experience behind it.
Key Features
- + Model rebalancing with complex model implementation
- + Trade order management across multiple custodians and asset classes
- + Streamlined cash workflows with daily and intra-day cash monitoring
- + Electronic trading connectivity with FIX protocol
- + Real-time market data integration
- + Trading compliance and drift monitoring
- + Private cloud hosting with Rackspace managed services
- + Customizable modeling and trading workflows