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About Us

Streamlining Trade Management For Investment Advisors

Blaze Portfolio develops scalable investment portfolio rebalancing software 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 2010, our team has decades of investment industry experience. We support more than 120 clients of every size and variety, and have more than $120 BLN in assets on the platform.

Gather your client's portfolios together, and manage them from one place with Householding
img Full configuration of households and portfolios
img See every trade and how it will affect your client's portfolios
img See at a glance what is out of balance with Drift Analysis
img Build custom Models to fit your rebalancing stategies

Meet Our Team

Eric Cho


Eric Cho is an Implementation Analyst, responsible for client onboarding, support center management, and continuous system improvements.

Raymond Frost

Lead Software Engineer

Raymond serves as the Lead Software Engineer at Blaze Portfolio. He is responsible for analyzing and designing Blaze's software solutions.

Marshall Hill


Marshall Hill is an Implementation Analyst responsible for client onboarding, support center management, and continuous system improvements.

Drew LaBelle


Drew LaBelle is an Implementation Analyst, responsible for client onboarding, support center management, and continuous system improvements.

Jerry Langland

Systems Architect

Jerry Langland, the Systems Architect for Blaze Portfolio, is responsible for security, software architecture & cloud infrastructure.

Bryson Pouw


Bryson is the Founder and CEO of Blaze Portfolio. Bryson has been implementing & developing trading solutions for more than 20 years.

PJ Runge


PJ Runge is a Business Product Manager responsible for relationship management, partnerships, business development, and marketing. PJ has

Lohith Channappa Narendra

Sr. Engineer, Software Development

Lohith serves as the Senior Engineer at Blaze Portfolio. He is responsible for the development of Blaze’s software solutions. Lohith ha


The simple answer? Accuracy, efficiency and growth.
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.  Order Management.  Compliance.  Security.

  • 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.

Blaze has them all—flexible models, tax optimization, drift analysis, cash management—in an easy to use, intuitive interface. What clients like the most is our unlimited product support and comprehensive implementations which ensure the success of every client.
Learn more about our features here.
Senior team leaders have more than 20 years of experience using designing and developing trading and investment managment software. At Blaze Portfolio we pride ourselves on creating software that can handle every level of sophistication in modelling, workflows and variables. 
Compliance. Analysis. Accuracy.
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.  

This depends on your firm and your team. On average, 4-6 weeks.  
Blaze Portfolio is competitively priced for its functionality, flexibility and security. The number of accounts and users, as well as AUM affects pricing. Contact us for a demo and price estimate.  

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