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Blaze Portfolio aims to deepen its trading and portfolio rebalancing software capabilities across delivery, scalability, and engagement areas. 

May 31st, 2022: Hexaview, an emerging global leader in digital engineering, has been engaged in a strategic partnership with Blaze Portfolio since 2015. This partnership intends to combine Hexaview’s agile consulting services with Blaze’s world-class solution for investment managers, RIA’s, wealth managers, broker-dealers, family offices, and industry partners. 

“Having a partner who understands our industry has been a big plus. Ankit and Abhishek have used their wealth of knowledge about the industry and technology to help us drive toward a successful product,” says Bryson Pouw, Founder & CEO at Blaze.  

This partnership has allowed Blaze to transform its flagship trading system. Among the achievements from Hexaview were a series of enhancements in terms of speed, scalability, customization, portfolio rebalancing engine, and real breakthroughs in tax harvesting ability and household modeling.  

“It is a pleasure having knowledgable developers and engineers I can count on for our products. Hexaview has supplied us with a suite of developers & engineers across the spectrum, and their project management personnel has always had people ready to step in as other personnel roll-off, providing a seamless experience for our team,” said Ray Frost, VP of Software Development at Blaze.  

In 2020, LPL Financial Holdings Inc. (Nasdaq: LPLA) acquired Blaze Portfolio for approximately $12 million and a potential contingent payment of up to $5 million. LPL’s main acquisition objective was to integrate its platform with Blaze’s advisor-facing trading system to expand its wealth management capabilities and drive growth.  

Ankit Agarwal, Co-founder and CTO of Hexaview, states: “Blaze and Hexaview partnership is a powerful and interesting combination. Hexaview’s understanding of complex product interactions, wealth-tech processes, and rich engineering expertise in Agile is uniquely suited to the needs of Blaze Portfolio. The Blaze offering and our deep wealth-tech capabilities in enterprise agility have generated industry-leading technology and platforms and transformed our customers’ experiences.” 

Pouw states, “In the modern world, offshore development has become relatively common. It is less common to find the right overseas developer partner that you can trust to deliver consistently high-quality code. “ 

Hexaview and Blaze continue to expand their partnership by enhancing the platform’s capabilities and providing solutions to the daily needs of RIA practices across the US.  

 About Blaze Portfolio  

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

About Hexaview Technologies  

Hexaview Technologies, an ISO 27001 & ISO 9001 certified firm, is a renowned digital transformation firm providing IT consulting and development services, headquartered in New Jersey, USA, with other offices in the United States, Canada, France, and India. Established in 2010, Hexaview, with its dedicated and skilled team of professionals, has created innovative and dynamic solutions for its global clients, including Fortune 500 companies and successful start-ups. Hexaview aims to provide solutions for various businesses encountering problems in the information and technology sector. 

Areas of expertise: Enterprise Product Development, Financial Software Development, Salesforce, Big Data, AI and ML, Cloud Consulting & Migration, Business Intelligence. 

Contact:  

Abhishek Nandan 

marketing@hexaviewtech.com 

+1 (646) 403-4525