Released: Rebalance Express 4.4

October 5, 2011 – RedBlack Software is pleased to announce the immediate availability of Release 4.4 of Rebalance Express. The release introduces custom rebalance alerts and sophisticated capabilities for managing SMA accounts and Limited Partnerships within a household. Release notes with an overview of the new features, enhancements and changes in release 4.4 are available to customers at the Client Center.

Released: Rebalance Express 4.3

September 7, 2011 – RedBlack Software today unveiled the latest release of its next generation portfolio rebalancing software. Rebalance Express 4.3 - The release introduces new features and enhancements across all modules and includes additional restriction types and equivalent rules, restiction compensation, a completely revamped Rebalance module and advanced model of model rebalancing capabilities.

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Released: Rebalance Express 4.2

April 5, 2011 – RedBlack is pleased to announce the immediate availability of Release 4.2 of Rebalance Express. Release 4.2 includes sophisticated price validation and an all-new adapter to import portfolio data from Morningstar Office. With the addition of this adapter, Rebalance Express now imports data from 13 different portfolio management systems.

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Released: Raymond James Adapter

January 27, 2011 – RedBlack Software today unveiled its all new Raymond James adapter. The Raymond James adapter enables Rebalance Express users to seamlessly create Raymond James compliant mutual fund trade order files. With the addition of this adapter, Rebalance Express now imports data from 12 different portfolio management systems and custodial data sources.

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Released: Rebalance Express 4

December 21, 2010 – RedBlack is pleased to announce the immediate availability of Release 4 of Rebalance Express.

With many new features and enhanced capabilities, this release makes Rebalance Express the most powerful rebalancing and trading platform available in the market today.

Release 4 includes enhanced mutual fund trading capabilities, SMA support, improved security management, and sophisticated partial rebalancing options to support trend following trading strategies.

Release notes with an overview of the new features, enhancements and changes in Release 4 are available to customers at the Client Center.