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June 26, 2014

Announced: Integration with Envestnet Advisor Suite

Bedford, NH - June 26, 2014 - RedBlack Software today announced the successful integration with Envestnet Advisor Suite.

Envestnet Advisor Suite users can now seamlessly import portfolio data into RedBlack, and then use the RedBlack platform to rebalance and trade client accounts, households, and composites.

With the addition of the Envestnet integration, RedBlack now imports data from 20 different portfolio management systems, trust accounting systems, and custodial data sources.

Said Kevin Winn, Sales Executive at RedBlack, "We understand that our clients appreciate choice and requi...

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February 20, 2013

Announced: Integration with Scottrade® Advisor Services

BEDFORD, NH – February 20, 2013 – RedBlack Software today announced the successful integration with Scottrade® Advisor Services.

Registered Investment Advisors that custody with Scottrade® Advisory Services can now seamlessly import their portfolio data into RedBlack, use the RedBlack platform to rebalance and trade client accounts and households, and submit trades to Scottrade® for execution.
With this integration, RedBlack Software continues to expand its broad portfolio of integration partners and deliver best-of-breed rebalancing and trade order management solutions to the inves...

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January 29, 2013

RedBlack Software Announces the First Third-Party Rebalance Solution and Trading Integration with TD Ameritrade Institutional’s Veo Platform

Combination of leaders in account management and rebalancing provide straight-through trade order processing and management, improving execution and workflows

Bedford, NH - January 29, 2013 - RedBlack Software, LLC, the largest independant provider of portfolio rebalancing software for the investment management industry, today announced the successful integration with TD Ameritrade Institutional through their Veo® platform.  The integration establishes RedBlack as the first third-party rebalancing solution that leverages Veo® open access to provide straight-through order processing and...

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October 10, 2012

Released: Rebalance Express 4.6

Bedford, NH - October 10, 2012 - RedBlack proudly announces the release of version 4.6 of its Rebalance Express rebalancing and trading platform.

Release 4.6 delivers 85 new features and improvements.  The platform now supports all industry standard lot accounting methods, including the short-term and long-term variations on high-cost and low-cost and the latest tax sensitive methods.

The new release further introduces powerful tax analysis capabilities.  Insight in projected gain and the estimated tax impact is now available at-a-glance at all levels: starting from the household and a...

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August 21, 2012

Advent and RedBlack Join Forces to Offer Rebalancing Solution to Investment Management Professionals

SAN FRANCISCO and BEDFORD, NH – August 21, 2012 – Advent Software, Inc. (NASDAQ: ADVS), a leading provider of software and services for the global investment management industry, and RedBlack Software, LLC, the largest independent provider of portfolio rebalancing software for the investment management industry, today announce that the two companies have entered into an alliance agreement to improve client use of best of breed solutions and have completed full integration between Advent Portfolio Exchange® (APX) and Axys® platforms, and RedBlack’s portfolio rebalancing solutions. By wo...

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