May 13, 2020

BakerAvenue Wealth Management Selects RedBlack for Portfolio Rebalancing, Order Management and Straight-Through Processing

Innovative technology will help better service clients while streamlining processes

Atlanta, GA May 13, 2020 — RedBlack Software LLC, a market leader for portfolio rebalancing and trading, today announced that BakerAvenue Wealth Management, a San Francisco-based registered investment advisor with approximately $1.5 billion in assets under management, has entered into a long-term agreement to provide reporting, integrated trading, and order management services. The solution will be fully integrated with Advent Black Diamond, BakerAvenue’s cloud-based CRM platform, among other third-p...