July 31, 2020
Fort Pitt Capital Group Selects RedBlack to Meet Clients’ Advanced Rebalancing Requirements
As part of its commitment to implementing technology that will add value to the client experience, Pittsburgh, Pa.-based wealth management firm Fort Pitt Capital Group has chosen RedBlack’s rebalancing software. This software will allow Fort Pitt Capital to meet increasingly sophisticated requirements, such as householding, location preference sets, sleeve rebalancing, and customized views for users which include advisors, operations and trading staff.
Fort Pitt Capital will leverage RedBlack’s integration with the Orion Advisor Services platform, as well as utilize RedBlack’s par...Read more...