Blaze Portfolio Rebalancing
Software for portfolio rebalancing with flexible modeling, trade order management, and cash workflows.
Overview
Blaze Portfolio Rebalancing provides software designed to implement complex portfolio models and monitor asset allocations efficiently. It supports trade order management across multiple custodians and asset classes, streamlining the entire trade lifecycle including creation, review, approval, execution, allocation, and next-day matching.
The platform offers flexible integration with existing software and electronic trading connectivity to major custodians, accommodating customized workflows and real-time market data. It includes features such as tax optimization, drift analysis, and cash management within an intuitive interface.
Blaze Portfolio is hosted on a private cloud infrastructure managed by Rackspace, emphasizing security and reliability. The company offers comprehensive implementation and unlimited product support to ensure client success.
Key Features
- + Model rebalancing with complex portfolio implementation
- + Trade order management across multiple custodians and asset classes
- + Streamlined cash management and intra-day cash monitoring
- + Flexible integration with existing software and custodians
- + Electronic trading connectivity with FIX protocol
- + Real-time market data incorporation
- + Tax optimization and drift analysis
- + Private cloud hosting with Rackspace-managed security