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What is BlazePortfolio?

Easily execute sophisticated models while managing asset distributions across multiple portfolios. Efficiently oversee order flows among various custodians and across different asset and security types. Employ Tax Harvesting and Location Optimization techniques to maximize Simple Tax Alpha. Keep a vigilant eye on cash reserves using user-friendly yet powerful tools tailored for daily cash management and intra-day surveillance. Integrate smoothly with a range of portfolio accounting, reporting, custodial, and execution systems to boost operational efficiency. The features provided are specifically designed to maintain trading compliance and ensure the integrity of data. BlazePortfolio® delivers intuitive and effective trade management solutions customized for investment managers, registered investment advisors, wealth managers, broker-dealers, family offices, and other key players in the industry. Furthermore, the platform simplifies the management of order flows across a variety of custodians and asset classes while equipping users with effective tools for monitoring cash balances. This holistic strategy empowers users to implement complex models and seamlessly manage asset allocations throughout their portfolio, fostering enhanced performance and strategic oversight. With such a comprehensive system, users can focus on refining their investment strategies while ensuring compliance and efficiency.

What is Arbor Order Management?

With the continuous evolution of various asset classes and their alternatives, the complexity of investment workflows is increasing, making it vital for investment offices to improve their operational efficiency through the automation of administrative duties associated with their fundamental tasks. In response to this demand, we have created the Arbor Trade Order Management System, a robust software solution crafted to enhance your investment and trading operations, allowing you to focus more on strategic decisions rather than administrative and compliance tasks. Our cutting-edge technology provides a detailed one-page snapshot of all orders related to the funds in our Portfolio Management System, which incorporates compliance reporting alongside both real-time and historical order analysis, equipping you with the necessary insights to make well-informed choices. Furthermore, adopting this system enables investment offices to substantially minimize the risk of errors while also boosting overall productivity, leading to more efficient investment practices and improved outcomes. In an environment where time and accuracy are paramount, leveraging such an advanced tool can transform the way investment teams operate.

Media

Media

Integrations Supported

Additional information not provided

Integrations Supported

Additional information not provided

API Availability

Has API

API Availability

Has API

Pricing Information

Pricing not provided.
Free Trial Offered?
Free Version

Pricing Information

Pricing not provided.
Free Trial Offered?
Free Version

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Company Facts

Organization Name

BlazePortfolio

Date Founded

2005

Company Location

United States

Company Website

www.blazeportfolio.com

Company Facts

Organization Name

Arbor Financial Systems

Company Website

arborfs.com/hedge-fund-software-order-management-system/

Categories and 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

Categories and Features

Order Management

Back Order Management
Catalog Management
Inventory Management
Order Entry
Order Fulfillment
Order Tracking
Recurring Orders
Returns Management
Shipping Management
Special Order Management

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