Blaze Portfolio
Curated by SignalCloud-based platform streamlining trade execution and portfolio rebalancing.
Overview
Blaze Portfolio focuses on trade life cycle management through a cloud-based platform designed for advisors in the Registered Investment Advisor (RIA) sector. The company's software solutions encompass portfolio rebalancing and trade execution tools, which support various stages of the investment process, from initiation to settlement. The platform incorporates automation and real-time processing to improve operational efficiency and compliance, while aiming to reduce manual intervention and errors. It is aimed at wealth managers, investment advisors, and multi-family offices, offering features such as tax optimization and cash management to assist users in streamlining workflows and enhancing decision-making in capital markets.
Key facts
- Founded
- 2005
- Headquarters
- Chicago, United States
- Stage
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- Industry
- Financial Technology
- Sector
- Investment Technology
Business model
- GTM channel
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- 6 products and services
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- Commercial model
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Contact
- Primary office
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