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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 Bincentive?

Bincentive is a comprehensive platform designed for the management of digital assets, focused on improving both trading and security experiences while bridging the gap between traditional finance and the digital asset sector. Our mission is to provide everyone with the chance to enjoy the benefits of professional-grade trading through our secure, innovative, and accessible wealth management solutions. To maintain transparency and build trust, every real-time transaction conducted on Bincentive undergoes audits by reputable accounting firms. With a proven track record of partnerships with over 10 distinguished exchanges and institutions, we deliver customized strategies and product offerings. Moreover, our diverse array of wealth management products is crafted to serve investors from various backgrounds and experience levels, promoting an inclusive financial landscape that encourages participation from all. Ultimately, we strive to empower individuals in their financial journeys, ensuring they have the tools and resources needed to succeed.

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

Bincentive

Date Founded

2018

Company Location

Taiwan

Company Website

www.bincentive.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

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