Streamlining Trade Management For Investment Advisors
Blaze Portfolio develops scalable investment portfolio rebalancing and real-time trade order management technology for wealth managers, investment advisors, multi-family offices, digital advisors and industry partners.
Our proprietary Software-as-a-Service (SAAS) platform empowers clients with flexible tax-optimized modeling, cash management, trade compliance, and real-time electronic trading. Blaze Portfolio/Atom Align clients are up and running quickly with our seamless integration to leading portfolio accounting and reporting systems, back-office outsourcing providers, and multiple custodians.
Headquartered in Chicago, IL and founded in 2005, our team has decades of investment industry experience. We support more than 100 clients of every size and variety, and have more than $60 BLN in assets on the platform.
Full configuration of households and portfolios
See every trade and how it will affect your client's portfolios
See at a glance what is out of balance with Drift Analysis
Build custom Models to fit your rebalancing stategies
Meet Our Team
Bryson Pouw
FOUNDER / CEOBryson is the Founder and CEO of Blaze Portfolio. Bryson has been implementing & developing trading solutions for more than 20 years.
Craig Stevenson
Vice President of SalesCraig Stevenson is the Vice President of Sales at Blaze Portfolio, with responsibility for sales initiatives and new channel partnerships.
Joe Tabak
Director of OperationsJoe serves as the Director of Operations at Blaze Portfolio. He is responsible for system implementations and client relationship management
Shane Higginbotham
Product ManagerShane is Blaze Portfolio’s technology driven Product Manager, overseeing the development of Blaze Portfolio’s flagship Blaze application
Drew LaBelle
IMPLEMENTATION ANALYSTDrew LaBelle is an Implementation Analyst, responsible for client onboarding, support center management, and continuous system improvements.
Jerry Langland
DevOps ManagerJerry Langland is the DevOps Manager for Blaze Portfolio, with responsibility for security, software architecture and cloud infrastructure.
FAQs
Rebalancing software helps advisors avoid trading errors, implement trading strategies and complex models, automate cash management and drift monitoring and improve scalability. Blaze Portfolio delivers the most secure, flexible and easy-to-use software in the industry.
- Flexibility. Software that doesn’t play well with others isn’t of much value. Blaze integrates with your existing software and provides electronic trading connectivity to major custodians. Blaze accommodates customized modeling and trading workflows, while simultaneously incorporating real-time market data, trading compliance, and unique client requirements.
- Order Management. Consistent, accurate and timely trades are critically important regardless of your size or trading volume. No other portfolio rebalancing software streamlines the entire life cycle of your trades—trade creation, review, approval, execution, allocation and next-day matching. With sophisticated FIX electronic trading capabilities, you can send trades and allocations to custodians and brokers instantly, communicate directly with trading desks and use execution algorithms.
- Security. Nothing is more important to you or to us. Blaze/Atom Align is private cloud-hosted software, making it more secure than software hosted internally or in the public cloud. We partner with Rackspace, the largest managed hosting provider in the world, and leverage their expertise to continually improve the reliability and security of our software infrastructure. Learn more about our security here.
Learn more about our features here.
RIAs face increasing scrutiny and compliance pressures. With Blaze Portfolio, you can be sure you have the proper safeguards and supervision over your trade operations to remain compliant and readily demonstrate that compliance.
Regardless of trade volume, Blaze Portfolio’s intuitive platform gives you exceptional line-of-site to your business–across clients, strategies, sleeves, investment classes, tax implications, cash balances and more.
Whether you execute a handful of trades a quarter or hundreds in an hour, accuracy is critical. Blaze Portfolio’s order management functionality gives you the confidence to scale your rebalancing and trading workflows. That’s value your clients understand.