Optimize

Run your billing efficiently and confidently to ensure timely payment across multiple advisors. Leverage fee splits and multiple fee structures in our flexible billing calculator that simplifies your operations and saves you time.

Deliver automated, consistent reports across your client base in a modern, easy to understand format. Tailor the reports to your firm’s narrative and strip away extraneous, distracting information. If you need an even more customized client experience, our API means your options are limitless.

Leverage institutional class trading and rebalancing technology from BlazePortfolio to increase efficiency, consistency, and compliance across your investment strategies. With a range of integration and support options, we are able to configure the solution to meet your firm’s particular needs.

Our permissioning and hierarchy systems allows you flexibility and control across multiple users and user classes at your firm and with external collaborators. For roll-ups and “aggregator” firms who want to deploy custom branding options, our team is ready to help you create and implement firm-to-firm hierarchies.