Released: Rebalance Express 4.6

October 10, 2012

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 all the way down to the individual trade lots.  A comprehensive year-to-date tax estimation section, which takes into account realized gain, projected gain for the current rebalance, and carry-forward losses, is now available for both accounts and households.

“Our clients asked us for better tax analysis capabilities.  Release 4.6 delivers that and much more.  We love to be challenged by input from our clients and we are thrilled when we provide them exactly what they need.”, noted RedBlack Chief Architect Roel Vlemmings.

We invite you to visit us at the TD Ameritrade Institutional 2013 National Conference ( San Diego, Jan 30 – Feb 2) to see the new release.  Release notes with an overview of the new features, enhancements and changes in Release 4.6 are available to customers from the Client Center.