Blaze Portfolio is a Trading & Rebalancing solution that integrates with the CircleBlack platform to enable Household-Level and Account-Level Trading & Rebalancing.
For Advisors, the benefits of using Blaze Portfolio within the CircleBlack platform include the abilities to:
- Easily manage multiple model sleeves in a single account or household. Trade a single security or rebalance specific strategies across accounts in seconds.
- Trade electronically and get executions in real-time with custodians and brokers. Generate trade files and block allocations for Equity, ETF, Funds, Option, and Fixed Income Asset Types.
- Avoid overdrafts by setting customizable cash buffer notifications. Easily monitor cash balances and identify accounts outside of a cash range or model drift.
Blaze Portfolio Overview
