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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 BOBO by Bourgeois Bohème?

BOBO, created by Bourgeois Bohème, stands out as an exclusive digital platform that merges personalized financial management with luxury lifestyle offerings in a seamless, user-centric interface. It provides secure wallets that cater to both families and their staff, alongside innovative payment solutions that maintain privacy by omitting names and account numbers. Users benefit from highly adaptable spending controls that can be customized by categories, time, and location, all while enjoying increased transaction limits of up to €1 million per card, complemented by full top-up and ATM functionalities. The platform's Control Hub enhances operational efficiency through intelligent reporting, invoice matching, and tailored access for teams and advisors. In addition to these features, BOBO offers 24/7 global lifestyle assistance for various administrative needs, travel arrangements, and entertainment options, granting users exclusive access to upscale events and unique experiences. Enhanced with cutting-edge security protocols such as 3DS 2.2 and instant blocking/unblocking capabilities, BOBO ensures that funds are kept secure in segregated accounts, monitored by the UK's FCA and the EEA's ACPR, thus safeguarding assets in the event of insolvency. This distinctive fusion of high-security financial solutions and luxury lifestyle management not only elevates the user experience but also positions BOBO as a leader in the digital financial services arena. Ultimately, BOBO offers a comprehensive solution that redefines how affluent individuals manage their finances and lifestyle needs.

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

Free
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

Bourgeois Bohème

Date Founded

2018

Company Location

Lithuania

Company Website

www.bobofin.com

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

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