David McClean

Blaze Portfolio

Blaze Portfolio provides trade order management and portfolio rebalancing for investment professionals. Our Software-as-a-Service (SaaS) platform empowers clients with scalable and flexible modeling, tax-optimization, cash management, trade compliance, and real-time electronic trading. Blaze Portfolio 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, our team works with wealth managers, investment advisors, multi-family offices, digital advisors and industry partners to deliver industry leading solutions.