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Average Ratings 0 Ratings

Total
ease
features
design
support

No User Reviews. Be the first to provide a review:

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

Pacer® offers a sophisticated multi-currency portfolio management solution tailored for investment managers operating on a global scale, particularly those handling substantial transaction volumes for institutional or private clients worldwide. This platform provides an all-encompassing and integrated system for overseeing securities, transactions, positions, cash flow, income, corporate actions, and meticulous record keeping. With its global multi-currency capabilities, users can effectively monitor transactions and portfolios while re-evaluating them in any desired currency. Pacer streamlines and expedites even the most complex processes involved in global portfolio accounting. Its comprehensive portfolio accounting ensures that all aspects of your business needs are met with a tried-and-true solution. Users benefit from real-time data access to global securities information through the SS&C-owned Securities Valuation Corporation (SVC). The robust web-based reporting feature grants the ability to access real-time portfolio data from any location with internet connectivity. Additionally, the architecture is designed to be both cost-effective and scalable, accommodating the evolving needs of investment management. Thus, Pacer® stands out as a vital tool for enhancing efficiency and accuracy in portfolio management across diverse markets.

API Access

Has API

API Access

Has API

Screenshots View All

Screenshots View All

Integrations

Desktop.com
Totality

Integrations

Desktop.com
Totality

Pricing Details

No price information available.
Free Trial
Free Version

Pricing Details

No price information available.
Free Trial
Free Version

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Vendor Details

Company Name

BlazePortfolio

Founded

2005

Country

United States

Website

www.blazeportfolio.com

Vendor Details

Company Name

SS&C Technologies

Founded

1986

Country

United States

Website

www.ssctech.com/solutions/products-a-to-z/pacer

Product Features

Investment Management

Accounting Management
Benchmarking
Bonds / Stocks
Client Management
Commodities
Compliance Reporting
Data Import / Export
For Investment Advisors
For Investors & Traders
Fund Management
Modeling & Simulation
Payroll & Commissions
Performance Metrics
Portfolio Management
Risk Management

Product Features

Trust Accounting

Accrual Accounting
Activity Tracking
Asset Gain & Loss Reporting
Check Writing
Compliance Management
Cross Ledger Posting
Customer Statements
Fee Calculation & Posting
Receipt Management
Tax Management

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