News in 2009

Compliance with Options Symbology Change

December 7, 2009 – RedBlack Software today announced that the latest release of Rebalance Express is fully compliant with the upcoming Options Symbology change.

The Options Clearing Corporation (OCC) is working on replacing the old method of representing option contracts. The old method represents options using a 5 character symbol. The new initiative is to enlarge the symbol to 21 characters. The new symbol will contain explicit expiration dates (including day) and decimal strike price values.

By February 12, 2010, all market participants must be converted to using the new options symbology method compliant data. From this date onwards, the old format will no longer be supported. More information on the options symbology change may be found on the Options Clearing Corporation website.

The latest release of Rebalance Express is fully compliant with the Options Symbology Change and supports the new 21 character long symbols throughout the application.

RedBlack Software Unveils Third Anniversary Release

November 13, 2009 – RedBlack Software today unveiled the third anniversary release of its next generation portfolio rebalancing technology - Rebalance Express 3.1.

The release includes new features and enhancements across all modules, including household management, trade reporting and workflow automation modules.

Release 3.1 further expands RedBlack Software’s ability to help portfolio managers create allocation models, rebalance accounts and households, and manage trades more effectively. Rebalance Express 3.1 brings unparalleled efficiency and organization to the rebalance process, providing firms with easy access to the information most important in the investment decision-making process, such as: intraday market pricing, current activity, drift reporting, and tax & early redemption exposure. Firms can more efficiently leverage qualitative and quantitative data, integrated into a single view, to optimize the investment decision-making process.

Release notes with an overview of the new features, enhancements and changes in release 3.1 are available to customers at the Client Center.

Available now: Rebalance Express 3.0

August 31, 2009 – RedBlack Software today announced the immediate availability of version 3.0 of Rebalance Express.

Redblack's flagship product Rebalance Express continues to raise the bar on rebalancing software with major new features and enhancements in every release. Release 3.0 includes significant enhancements to equivalents and restrictions, additional asset class model capabilities and a series of usability improvements.

Release notes with an overview of the new features, enhancements and changes in release 3.0 are available to customers at the Client Center.

Announcing: Rebalance Express 2.5

June 24, 2009 – RedBlack Software today announced the immediate availability of version 2.5 of Rebalance Express.

Recognizing asset classification as an almost universal requirement, RedBlack has incorporated the Asset Class Module into the base Rebalance Express product. All subscription levels will now have the ability to classify securities and view asset classifications in account and household views. The Asset Class Model Editor remains a separate module, and is now called the Asset Class Models module. This release also includes the addition of a Household Management and Rebalancing module.

Release notes with an overview of the new features, options and changes in release 2.5 are available to registered customers at the Client Center.

Released: Rebalance Express 2.2

May 8, 2009 – RedBlack Software today released version 2.2 of Rebalance Express.

Release 2.2 features the all new Accounts Groups feature module enabling users to quickly organize accounts into groups and perform group-wise rebalancing. Account groups can be easily imported from PortfolioCenter. Other new capabilities include global sweep vehicle assignment and an improved module navigator.

Release notes with an overview of the new features, options and changes in release 2.2 are available to registered customers at the Client Center.

Released: Rebalance Express 2.0

March 31, 2009 – RedBlack Software today revealed release 2.0 of Rebalance Express.

The most significant release since the market debut of Rebalance Express, version 2.0 brings portfolio rebalancing software to a whole new level. Many new features include:

• Industry unique hierarchical asset class models
• Advanced tolerance-band rebalancing
• Unlimited account notes
• All new multi-user capabilities with account-level viewing privileges
• Multi-level account advisor assignments
• Ability to view gain and loss at the position and the trade lot level right from within the rebalance screen.

Experience the next generation rebalancing software. Sign up online for a 30 day free evaluation or contact the sales team at sales@redblacksoftware.com.

Available now: Advent Axys and APX Adapter

Jan 13, 2009 - RedBlack Software is proud to announce the immediate availability of its data import adapter for Advent Axys and APX.

Rebalance Express users can seamlessly import Advent Axys or APX data into Rebalance Express and start rebalancing accounts the same day. Firms needing assistance preparing Axys for trade data export to Rebalance Express can avail of these services as part of their Rebalance Express subscription.

Advent Axys and APX users can learn more about Rebalance Express by calling us at
(603) 396-8355 or email sales@redblacksoftware.com.

Released: Rebalance Express 1.9

Jan 13, 2009 - RedBlack Software announces the immediate availability of release 1.9 of Rebalance Express.

Release 1.9 delivers improved account management, adding more than 20 new account attributes as well as custom fields. Our new data integration architecture offers more flexibility than ever before.

Release notes with an overview of the new features, options and changes in release 1.9 are available to subscribers at the Client Center.