David McClean
Business Development at Blaze Portfolio
- Role
- Business Development at Blaze Portfolio
- Location
- Miami-Fort Lauderdale, FL, US
- LinkedIn followers
- 500 followers
Experience
Business Development
Oct 2019 — Present · Chicago, IL, US
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.
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