RedBlack to Host Technology Panel at IMPACT® 2017

November 8, 2017

RedBlack to Host Technology Panel at IMPACT® 2017

RIA Industry Leaders to Discuss How Technology Can Automate Back Office Processes, Decrease Total Cost of Ownership and Institutionalize Knowledge

Bedford, N.H., November 8, 2017 – RedBlack, the leading independent provider of portfolio rebalancing and trading solutions for investment management professionals, is hosting a panel presentation titled, “Technology: A Positive Disruption in the RIA Industry,” at IMPACT® 2017. The 30-minute presentation takes place at 11:15 a.m. CT on Wednesday, November 15 on The Exchange showcase stage at McCormick Place in Chicago.

Panelists will share real-world examples of how their firms are leveraging technology to grow their assets, increase efficiency and deliver superior client service. Moderating the panel are Kevin Winn, RedBlack’s director of sales and business development and Jeff Comstock, director of product management. Panelists and topics:

    • Douglas Nardi, Practice Leader, Investment Advisory
      HPM Partners
      “Automating Back-Office Processes”
    • Christopher Thomas, Principal
      SVA Plumb Financial
      “Total Cost of Ownership”
    • Matthew Gordon, Director, Information Technology
      Hirtle, Callaghan & Co.
      “Institutionalizing Knowledge”

“With disruptive new technologies changing the wealth management landscape and increasing investor demand for transparency and accountability, advisors are looking for ways to increase operational efficiencies and enhance their client experience,” said RedBlack President and CEO Dan Potter. “An effective technology integration strategy can increase advisors’ productivity, provide more effective client service and allow the firm to focus on expanding their client base.”

After the presentation, RedBlack invites advisors to visit booth 526 in the Schwab Center to speak with the panelists and learn about the newest functionality driving the Company’s advanced trading and rebalancing solutions.


Click here to watch our technology panel.


IMPACT is an annual conference for independent registered investment advisor and independent recordkeeper clients of Charles Schwab & Co., Inc. It is considered the premier benchmark event for the RIA industry, with world-class keynote speakers, education sessions, networking opportunities, and industry exhibits. This year’s conference runs November 14-17 at Chicago’s McCormick Place.

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