Average Ratings 0 Ratings
Average Ratings 0 Ratings
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
Achieve a unified overview of your cash flow by utilizing a single platform that seamlessly integrates with all your banks and accounts without manual effort. This solution ensures every stakeholder has access to the same comprehensive financial picture. Enhance your working capital management through a consolidated display of cash alongside credit lines, loans, and additional financial assets. Effortlessly create bank statements and account reports, minimizing both errors and the time spent on manual processes. Instantly check opening, projected, and intra-day balances, along with real-time updates, eliminating the need to log into various banking websites. Tailor your dashboards and screens to fit your specific preferences for optimal usability. Monitor your anticipated revenues, accounts payable and receivable, and payroll with ease, while also comparing forecasts against budgets. The platform automatically syncs your financial data, allowing you to utilize various tools and views for effective liquidity management and informed decision-making. You can filter, drill down, and export your data as needed, and view your cash positions in both original and reporting currencies. Furthermore, this comprehensive approach aids in identifying trends that can help optimize financial strategies over time.
API Access
Has API
No
API Access
Has API
No
Integrations
No details available.
Integrations
No details available.
Pricing Details
No price information available.
Free Trial
Yes
Free Version
No
Pricing Details
No price information available.
Free Trial
No
Free Version
No
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
Yes
On-Premises
No
iPhone App
No
iPad App
No
Android App
No
Windows
No
Mac
No
Linux
No
Chromebook
No
Customer Support
Business Hours
Yes
Live Rep (24/7)
No
Online Support
No
Customer Support
Business Hours
Yes
Live Rep (24/7)
Yes
Online Support
Yes
Types of Training
Training Docs
Yes
Webinars
No
Live Training (Online)
Yes
In Person
Yes
Types of Training
Training Docs
Yes
Webinars
No
Live Training (Online)
Yes
In Person
Yes
Vendor Details
Company Name
BlazePortfolio
Founded
2005
Country
United States
Website
www.blazeportfolio.com
Vendor Details
Company Name
Bottomline
Country
United States
Website
www.bottomline.com/us/global-cash-management-hub-businesses
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
Treasury
Cash Management
No
Debt Management
No
For Government
No
For Hedge Funds
No
Forecasting
No
Liquidity Management
No
Payment Management
No
Risk Management
No