Product Description

About this Product

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Web-based tax-optimized rebalancing and electronic trading OMS system:
  • Trade compliance, order blocking and electronic executions
  • Household tax optimization, drift analysis, sleeve modeling
  • Supports equities, ETFs, funds, alts, options, and bonds

About BlazePortfolio Systems

Blaze Portfolio develops scalable investment portfolio rebalancing and real-time trade order management technology for wealth managers, investment advisors, multi-family offices, digital advisors and industry partners. Our proprietary Software-as-a-Service (SAAS) platform empowers clients with flexible tax-optimized modeling, cash management, trade compliance, and real-time electronic trading. Blaze Portfolio/Atom Align clients are up and running quickly with our seamless integration to leading portfolio accounting and reporting systems, back-office outsourcing providers, and multiple custodians. Headquartered in Chicago, IL and founded in 2005, our team has decades of investment industry experience. We support more than 100 clients of every size and variety, and have more than $60 BLN in assets on the platform.

Product Details

More info about us

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Category

Trading & Rebalancing
Integrations Icon

Integration Capabilities

Daily Data Files
Serving Since Icon

Serving RIAs Since

2005
Discounts Icon

Discount for Schwab Clients?

Yes

0719-93C0

API integration is available through Schwab OpenView Gateway®, which is provided by Performance Technologies, Inc. (“PTI”). Single sign-on is provided by PTI. Daily data files and trading integration are available through Charles Schwab & Co., Inc. ("CS&Co"), a registered broker-dealer and member SIPC. Not all third party providers listed on this site have integration agreements with Schwab. Schwab OpenView Gateway® and Schwab OpenView MarketSquare™ are services of PTI.

References to third parties on this site (whether such parties are vendors participating in a service of PTI or independent advisors using a service of a participating vendor) are not an endorsement or recommendation of, or an opinion (favorable or unfavorable), or advice about, or a referral to any product or service of any third party. Advisors are solely responsible for evaluating, selecting, and purchasing products and services offered by third party vendors. Unless indicated otherwise, third parties are independent and not affiliated with PTI or its affiliates.

Schwab Advisor Services includes the custody, trading, and support services of Charles Schwab & Co., Inc. ("CS&Co"), a registered broker-dealer and member SIPC, and the technology products and services of PTI. PTI and CS&Co are separate companies affiliated as subsidiaries of The Charles Schwab Corporation, but their products and services are independent of each other. PTI’s integration solutions integrate data about accounts custodied at CS&Co.

Access to Electronic Services may be limited or unavailable during periods of peak demand, market volatility, systems upgrade, maintenance, or for other reasons.