August 24, 2020
Adviser Investments Streamlines High-Volume Cash Actions on Plan Distributions with RedBlack
Newton, Mass.-based registered investment advisor (RIA) and family office, Adviser Investments has expanded its use of RedBlack’s rebalancing software to manage the raising and investment of cash across client accounts tracked in multiple custodial distribution plans.
Recently released RedBlack enhancements provide additional workflows that enable the Adviser Investments’ client team to take client requests for ad-hoc cash needs. They also allow the firm’s trading team to ensure cash coverage for scheduled distributions, ad-hoc disbursement requests and quarterly fees. Integrating...Read more...