atform.
The recent news about Blaze Portfolio shutting down at the end of 2025 has left many financial advisors in search of a new trading and rebalancing platform.
If you’re one of them, you’re not alone. Transitions like this can be frustrating—especially when you’ve built workflows around a system that has served you well.
The good news? While change is never easy, it’s also an opportunity to upgrade to a new, modern trading solution.
At Alphathena, we understand the disruption that comes with switching platforms and are committed to making your transition from Blaze as seamless as possible—while offering advanced capabilities that empower a new generation of advisors to manage personalized portfolios more efficiently and customize investment strategies at scale.
What You Need in a Blaze Portfolio Replacement
For advisors who relied on Blaze Portfolio, the right replacement should offer a mix of the robust trading tools and rebalancing solutions you’ve become accustomed to using.
You need great software to power your custom managed investment strategies, and your next solution needs to deliver on capabilities like these:
- Seamless trade order management across multiple custodians
- Intelligent rebalancing to maintain portfolio allocations with precision (and very little tedious manual work)
- Tax-aware trading capabilities to optimize client outcomes
- Scalability to serve both individual advisors and multi-advisor firms where a CIO or investment team may need to make decisions across thousands of portfolios
- Reliability with robust support to ensure smooth operations
Alphathena delivers all this—and more.
Why Alphathena is the Smart Next Step
If you’re looking for a new home for your trading and direct indexing needs, Alphathena is built to help advisors modernize their investment management, stay in control of their client portfolios, and do it all while keeping costs under control.
Here’s what makes us stand out as a replacement for Blaze Portfolio:
- A Seamless Transition: We know changing platforms can feel overwhelming. That’s why we’ve streamlined our onboarding process to get you up and running in days—not months.
- Enhanced Trading & Rebalancing: Alphathena offers sophisticated rebalancing tools that ensure portfolios stay aligned with client goals while minimizing unnecessary trades.
- A Dedicated Partner: As a software solution, we don’t try to take over your portfolio decisions, We give you the tools to stay in control, and focus on providing superior client service so you can learn how to use our platform quickly.
- Direct Indexing Made Simple: Unlike traditional rebalancing platforms, Alphathena enables hyper-personalized direct indexing, allowing advisors to build portfolios that align with client values, preferences, and tax considerations.
- Efficient Tax Optimization: Built-in tax-loss harvesting and tax-efficient trading help our advisors to maximize after-tax returns for clients, without the tedious manual work and spreadsheets often associated with these strategies.
- Custodian-Agnostic Integration: Alphathena integrates seamlessly with major custodians, so you can continue managing assets without disruption.
- Cost-Effective & Scalable: Whether you’re an independent RIA or part of a larger firm, our pricing and platform flexibility make it easy to scale without adding unnecessary overhead.
We’re Here to Make the Switch Easy
We recognize that advisors like you are in a difficult position right now—forced to find a replacement under tight timelines while ensuring that their client portfolios remain unaffected. Alphathena is here to help.
If you’re looking for guidance on how to transition smoothly, we invite you to schedule a call with our team to discuss switching from Blaze Portfolios to Alphathena, where we’ll walk you through the process, answer your questions, and show you exactly how our platform can fit your needs.
