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.


October 14, 2010

Announced: Rebalance Express 4

October 14, 2010 – RedBlack proudly announces that Release 4 of its flagship product Rebalance Express will be made available to customers in November.

Currently in beta, Rebalance Express Release 4 introduces enhanced mutual fund trading capabilities, cash equivalents, SMA support, improved security management, and sophisticated partial rebalancing options to support trend following trading strategies.

We invite you to visit us at IMPACT 2010 (Boston, MA Oct 26-29, Booth 1154) to get a preview of the new release.


October 14, 2010

Released: Pershing PES Adapter

October 14, 2010 – RedBlack Software today unveiled its all new data import adapter for the Pershing Portfolio Evaluation System (PES).

Rebalance Express users can seamlessly import PES data into Rebalance Express and start rebalancing accounts the same day.

Pershing PES users can learn more about Rebalance Express by calling us at (603) 232-9404 or email to


June 8, 2010

Virtual RIA Services Announced

June 8, 2010 – Atlanta, GA and Bedford, NH - ICC Global Hosting and RedBlack Software, LLC announce availability of Virtual Registered Investment Advisor Services, the first comprehensive investment advisor desktop solution including RedBlack Software solutions combined with ICC hosted virtual desktop. Virtual Registered Investment Advisor Services provides investment advisors, wealth managers, and broker dealers the power of a top firm’s investment desktop without initial capital investment or ongoing desktop maintenance, and with the assurance that their clients' data is confidential and...


June 2, 2010

Released: Rebalance Express 3.3

June 2, 2010 – RedBlack Software announces the immediate availability of release 3.3 of Rebalance Express.

Release 3.3 includes enhanced cash management for households of accounts, an improved Proposed Allocation Report and a new adapter for exporting orders to Fidelity Wealth Central.

Release notes with an overview of the new features, enhancements and changes in release 3.3 are available to customers at the Client Center.