Menu

News

September 7, 2011

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. Release 4.3 solidifies RedBlack Software’s position as a market leader in next generation portfolio rebalancing and trading software. Rebalance Express brings unparalleled efficiency and orga...

Read more...

April 5, 2011

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.

Morningstar clients can learn more about Rebalance Express and the Morningstar Office adapter by calling (603) 232-9404This email address is being protected from spambots. You need JavaScript enabled to view it.">.

Read more...

January 27, 2011

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. Trade orders can be exported in 9 different custodial formats. Raymond James clients can learn more about Rebalance Express and the Raymond James adapter by emailing us at sales@redblacksoftware.com.

Read more...

December 21, 2010

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 c...

Read more...

December 21, 2010

Released: Schwab Data Delivery Adapter

December 21, 2010 – RedBlack Software today unveiled its all new Schwab Data Delivery adapter.

The Schwab Data Delivery adapter enables users to seamlessly import data from Schwab Data Delivery Services and SchwabLink into Rebalance Express.

With the addition of this adapter, Rebalance Express now imports data from 12 different portfolio management systems and custodial data sources. Trade orders can be exported in 8 different custodial formats.

Schwab users can learn more about Rebalance Express and the Schwab Data Delivery adapter by calling us at (603) 232-9404.

Read more...