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Blaze Portfolio Managment Review

2

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Excellent

Revainrating 5 out of 5  
Rating 
5.0
ERP, Project, Portfolio and Program Management

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Description of Blaze Portfolio Managment

BlazePortfolio is a fully hosted platform that empowers investment professionals with enhanced portfolio visibility and robust tools that turn ideas into action.

Reviews

Global ratings 2
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Type of review

Revainrating 5 out of 5

Great platform with lots room left over

The dashboard makes it easy to keep track of my assets, as well as view all portfolios in one place. I like how easily you can add new accounts or sub-accounts for your different clients/investors. It's not very intuitive when adding funds from other companies - which could be helpful if they had more options available (i.e., transfer between Vanguard ETFs). Consider using an external web browser such as Chrome instead of Internet Explorer 11 since IE11 doesn't support Flash Player 10+. My firm

Pros
  • Customizable
  • Very User Friendly Interface
  • Easy navigation within fund holdings & transactions.
  • Fast download speeds while running background downloads
Cons
  • It is hard to say

The best part of using this software was having it in one place - I can see all my trades, holdings etc as well other info such has performance dates for each asset/stock which makes managing them easier to keep up-to date than if they were scattered around various different platforms! Not much at present but there are some minor issues being addressed by their support team so hopefully these will be resolved soon too (as mentioned above). It's good we have something like this available now…

Pros
  • Easy way forward
  • Great looking interface with very little lagging between screens while working
  • Extremely easy setup process even though many features not yet implemented.
  • Good customer service response times within 24 hours
Cons
  • So-so