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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
The iPM Portal seamlessly blends portfolio management tools with CRM capabilities, offering users a comprehensive perspective on their portfolio details, which encompass analytics as well as contact data for accounts, portfolios, and composites. Additionally, our wealth management reporting platform features client access options that enhance the digital experience for end-users. This wealth management solution boasts customizable dashboards tailored for individual, bespoke, or aggregated accounts, making it versatile for various user needs. Among its offerings are tools for portfolio management and investment reporting, along with onboarding functionalities for investment management. Users can benefit from performance analytics and detailed portfolio data, covering aspects such as rates of return, holdings, and transactions relevant to investment managers. Furthermore, the client portal serves as a secure and informative interface, allowing clients to easily access their account information while providing a web-based view of reporting, transactions, and essential documents. This holistic approach ensures that both clients and managers have the insights they need for informed decision-making.
API Access
Has API
API Access
Has API
Integrations
Microsoft Outlook
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
INDATA AI
Country
United Kingdom
Website
www.indataipm.com/portfolio-management-software/
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