Find out how Main Management was able to reduce trade processing time by 88% and get consistent executions across multiple custodians.
Instantly Execute Your Strategies
Efficient portfolio management and trading technology for investment professionals.
ETF Investment Manager Case Study
Investment Management On A Single Platform
Implement investment models, streamline rebalancing and order creation, and execute trades with just a couple of clicks.
It’s Where Ideas Are Turned into Action
Stop using Excel to manage your trading process and start managing your accounts in real-time.
Have a TAMP or want to scale like one?
- Streamlined UMA Modeling
- Multi-Custodian Electronic Trading
- Model Manager Integration
- Customizable and Scalable
Latest News from Blaze Portfolio
After reviewing the literature on tax efficiency and loss harvesting, we find that a well-diversified and risk managed portfolio implicitly promotes tax efficiency by reducing the number of big down years, and as a result, minimizes the amount of tax available to be harvested. We also find that claims by robo-advisors of a 1-3% annual gains from tax harvesting are overestimated because of 1) bias in the timeframe, 2) bias in the portfolio composition, 3) tax deferrals misrepresented as gains, and 4) exclusion of operational costs from the analysis.
Straight Through Processing With Leading Custodians Including..