Chicago, 60614, IL,
United States
Blaze Portfolio Technographics
Discover the latest software purchases and digital transformation initiatives being undertaken by Blaze Portfolio and its business and technology executives. Each quarter our research team identifies on-prem and cloud applications that are being used by the 24 Blaze Portfolio employees from the public (Press Releases, Customer References, Testimonials, Case Studies and Success Stories) and proprietary sources.
During our research, we have identified that Blaze Portfolio has purchased the following applications: Hexaview ALHexa for Chatbots and Conversational AI in 2015, Microsoft 365 for Collaboration in 2017, Zendesk Service for Customer Support in 2015 and the related IT decision-makers and key stakeholders.
Our database provides customer insight and contextual information on which enterprise applications and software systems Blaze Portfolio is running and its propensity to invest more and deepen its relationship with Hexaview , Microsoft , Salesforce or identify new suppliers as part of their overall Digital and IT transformation projects to stay competitive, fend off threats from disruptive forces, or comply with internal mandates to improve overall enterprise efficiency.
We have been analyzing Blaze Portfolio revenues, which have grown to $2.5 million in 2024, plus its IT budget and roadmap, cloud software purchases, aggregating massive amounts of data points that form the basis of our forecast assumptions for Blaze Portfolio intention to invest in emerging technologies such as AI, Machine Learning, IoT, Blockchain, Autonomous Database or in cloud-based ERP, HCM, CRM, EPM, Procurement or Treasury applications.
AI-Powered Application
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Hexaview | Legacy | Hexaview ALHexa | Chatbots and Conversational AI | AI-Powered Application | n/a | 2015 | 2016 |
In 2015, Blaze Portfolio implemented Hexaview ALHexa as part of its tools for internal conversational capabilities, using the vendor Hexaview within its United States based wealth-management operations. The deployment aligned with Blaze Portfolio's small company scale, covering employees across HR and operations rather than customer-facing advisory workflows, and is recorded against the Chatbots and Conversational AI category.
Hexaview ALHexa implementation focused on Chatbots and Conversational AI capabilities typical for HR and employee self-service, including natural language understanding, a centralized knowledge base, conversational workflow orchestration, and automated FAQ and case intake functions. Module usage of ALHexa is inferred from the vendor product positioning and the partnership context, and likely served employee queries, leave and benefits requests, and basic onboarding interactions rather than client trading interfaces.
Hexaview acted as a long-term engineering partner to Blaze Portfolio, and the ALHexa rollout occurred alongside broader engineering work that enhanced trading, portfolio rebalancing, scalability and tax-harvesting capabilities; those engineering improvements are documented as improving platform performance and advisor outcomes. Governance and operational coverage for ALHexa centered on HR and internal IT ownership, with conversational AI workflows integrated into existing employee-facing processes to centralize routine requests and support internal productivity.
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Collaboration
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Microsoft | Legacy | Microsoft 365 | Collaboration | Collaboration | n/a | 2017 | 2017 |
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Collaboration | Collaboration |
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2022 | 2022 |
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CRM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Zendesk | Legacy | Zendesk Service | Customer Support | CRM | n/a | 2015 | 2015 |
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Marketing Automation | CRM |
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2018 | 2018 |
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Tag Management | CRM |
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2020 | 2020 |
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IaaS
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
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Application Hosting and Computing Services | IaaS |
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2013 | 2013 |
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Application Hosting and Computing Services | IaaS |
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2022 | 2022 |
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Content Delivery Network | IaaS |
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2022 | 2022 |
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