https://t.co/5esSnjsKEh got an opportunity to ask Bryson Pouw, Founder of Blaze Portfolio about the company and its products. Read the Q&A to learn more - https://t.co/fZFbrgZaed
"Competitors in this space are either a rebalancing system with modeling capabilities or a trading system with OMS features. We stand alone as the only system that has a complete hybrid of both." - CEO @bpouw via @MutualFundscom https://t.co/4lSqZhElY9 #SchwabImpact
@MichaelKitces The challenge is for advisors who want to differentiate by going after a niche or based on a service level. It's hard to have a one size fits all when everyone wants to stand out.
Our COO has put together some great best practices for advisors who want to get the most out of their portfolio rebalancing tools: https://t.co/MXKOD1O0F1
#protip#business#SaaS#wealthmanagement