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February 1, 2017

RedBlack® Enhances Leadership Team with Appointment of John F. Grimaldi as Chief Operating Officer

Bedford, New Hampshire, February 1, 2017 – RedBlack®, a leading provider of software and services for the global investment management industry, today announced the appointment of financial industry veteran John F. Grimaldi as Chief Operating Officer (COO), a new position for the Company.

“John is a seasoned operating executive with 34 years of experience in the financial services industry, including key leadership positions with one of the world’s largest financial services software companies,” said Daniel C. Potter, RedBlack’s President and Chief Executive Officer. “With th...

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September 9, 2016

RedBlack® Software – A Sponsor and Presenter at Charles Schwab’s IMPACT® 2016

Bedford, New Hampshire, September 9, 2016 – RedBlack® Software, LLC, a leading provider of software and services for the global investment management industry, is proud to sponsor Charles Schwab’s IMPACT® 2016 for the 6th consecutive year, which will take place October 24-27 in San Diego.

RedBlack’s own Kevin Winn (Director of Sales) and Jeff Comstock (Director of Client Relations) will take the stage and present RedBlack: Positioning Today’s Advisor for Compliance and Growth, with a key focus on scalability, Investment Policy Governance, Mutual Fund Trading, Multi Asset Class ...

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October 1, 2015

RedBlack® Software to Sponsor and Present at IMPACT® 2015

Bedford, New Hampshire, October 1, 2015 – RedBlack® Software, LLC, a leading provider of software and services for the global investment management industry, is proud to sponsor Charles Schwab’s IMPACT® 2015, which will take place November 10-13 in Boston.

On November 12th, RedBlack will take the stage to present its powerful and adaptive portfolio rebalancing solution, showcase its trading and FIX-compliant order management system and offer a preview of new capabilities being introduced this fall.

The Company invites investment advisors to visit the RedBlack team at Booth #860 to ...

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May 20, 2015

RedBlack to Sponsor AdventConnect 2015

RedBlack Software, LLC, a leader in investment management technology for the global wealth management industry, is proud to sponsor AdventConnect 2015, which will take place June 15-17, 2015 in Las Vegas, NV.

As an Advent Alliance Partner for more than three years, RedBlack has enhanced the experience of Advent’s clients with its broad array of solutions, such as its powerful portfolio rebalancing platform, strong cash management functionality and best execution through its FIX compliant OMS.

RedBlack invites you to visit our Team at AdventConnect (Booth #12) for a personal demonstrati...

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May 19, 2015

RedBlack Software to Launch Integrated Portfolio Rebalancing and FIX-Compliant Order Management System at Pershing INSITE 2015

Company Helps Advisors and Buy-side Investors Transform Their Businesses through Best-of-Breed Technology

Bedford, New Hampshire, May 19, 2015 – RedBlack Software, LLC, a leader in investment management technology for the global wealth management industry, today announced that it will introduce its integrated portfolio rebalancing, trading and FIX-compliant order management system at Pershing’s INSITE 2015 conference. INSITE takes place June 3-5 in Orlando, Florida.

“What differentiates our solution is that it is designed to deliver best execution, combining automated portfolio m...

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