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Average Ratings 0 Ratings

Total
ease
features
design
support

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Write a Review

Description

Effortlessly implement intricate models while easily overseeing asset allocations throughout various portfolios. Efficiently manage order flow across diverse custodians as well as different asset and security categories. Attain Simple Tax Alpha through effective Tax Harvesting and Location Optimization strategies. Maintain a clear overview of cash balances with robust yet straightforward tools designed for daily cash management and intra-day cash oversight. Seamlessly connect with a broad range of portfolio accounting, reporting, custodian, and execution systems. The features are meticulously crafted to guarantee trading compliance and precision in data accuracy. BlazePortfolio® specializes in providing streamlined, user-centric trade management solutions tailored for investment managers, RIAs, wealth managers, broker-dealers, family offices, and industry collaborators. Effortlessly manage order flow across various custodians and security types while keeping a close watch on cash balances with efficient tools for daily and intra-day cash oversight. By implementing complex models, you can effortlessly monitor asset allocations across your portfolios with confidence and clarity.

Description

Wealth managers dedicate a considerable amount of their time engaging with the asset management sector, often reporting that a large portion of this time is consumed by handling calls that are unqualified, misplaced, or irrelevant. To address this challenge, an innovative solution has emerged that effectively narrows the information gap, enabling asset managers to quickly identify the right individuals to connect with, the appropriate timing, and the relevant topics of discussion, which in turn allows wealth managers to focus on matters that truly matter to them. Fundpath has publicly committed to achieving carbon neutrality in line with PAS 2060 standards, and in addition, the organization aims to promote more efficient practices while minimizing wasteful ones, contributing to a reduction in the industry's indirect carbon emissions. This proactive approach not only enhances operational efficiency but also aligns with the growing demand for sustainability in financial services.

API Access

Has API No 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

No details available.

Integrations

No details available.

Pricing Details

No price information available.
Free Trial Yes 
Free Version No 

Pricing Details

Free
Free Trial No 
Free Version Yes 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Deployment

Web-Based No 
On-Premises No 
iPhone App Yes 
iPad App Yes 
Android App Yes 
Windows No 
Mac Yes 
Linux No 
Chromebook No 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
Online Support No 

Customer Support

Business Hours No 
Live Rep (24/7) No 
Online Support Yes 

Types of Training

Training Docs Yes 
Webinars No 
Live Training (Online) Yes 
In Person Yes 

Types of Training

Training Docs No 
Webinars No 
Live Training (Online) Yes 
In Person No 

Vendor Details

Company Name

BlazePortfolio

Founded

2005

Country

United States

Website

www.blazeportfolio.com

Vendor Details

Company Name

Fundpath

Founded

2021

Country

United Kingdom

Website

www.fundpath.co.uk

Product Features

Investment Management

Accounting Management Yes 
Benchmarking No 
Bonds / Stocks Yes 
Client Management Yes 
Commodities No 
Compliance Reporting Yes 
Data Import / Export Yes 
For Investment Advisors Yes 
For Investors & Traders Yes 
Fund Management No 
Modeling & Simulation Yes 
Payroll & Commissions No 
Performance Metrics No 
Portfolio Management Yes 
Risk Management No 

Product Features

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Alternatives

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