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RedBlack Announces Enhanced API Integration with Addepar

November 14, 2017

RedBlack Announces Enhanced API Integration with Addepar

Integration Streamlines Trading and Rebalancing Workflows for Clients on Addepar’s
Industry-Leading Financial Operating System 

Bedford, N.H., November 14, 2017 RedBlack, the independent market leader in investment management solutions for rebalancing and trading, today announced an enhanced technology integration with Addepar. The integration enables financial advisors to quickly and easily access their Addepar data, execute trades, perform security level rebalancing and manage liquidity – all from a single location in RedBlack.

This latest enhancement to the companies’ technology partnership gives Addepar clients the ability to fully leverage all the rebalancing and trading functionality within RedBlack. The result is a customizable solution that allows advisors to view data such as securities, accounts, positions, trade lots and transactions. Through the Addepar Open API (application programming interface), Addepar clients can import more than 50 account-level data points into RedBlack, including model and investment policy assignments at the household and account levels.

“This integration reflects our commitment to help technology partners like Addepar create even more value for their current and future clients through solutions that optimize efficiency, streamline workflows and generate a strong return on investment,” said RedBlack President and CEO Daniel C. Potter. “As investors seek a greater level of transparency, accountability and participation in the investment management process, advisors are looking for ways to increase their operational efficiency and enhance the client experience. The combination of Addepar and RedBlack creates a best-in-class solution for data aggregation, reporting, rebalancing and trading, a solution we believe enables advisors to reduce their total cost of technology ownership, provide more effective client service and expand their client base.”

About RedBlack
RedBlack provides investment professionals with the rebalancing, order management and trading solutions required to manage complex portfolios. At our core is a disciplined focus on client-driven design, innovative technology and agile delivery to ensure that our solutions continuously evolve to meet the demands of our clients and the industry. Intuitive software, personalized training, and dedicated support deliver an immediate return on investment. Our clients include single and multi-family offices, wealth advisors, large financial institutions, trust companies, registered investment advisors, pension funds and foundations representing more than $300 billion in assets under management. For more information, visit www.redblacksoftware.com.