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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...

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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...

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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...

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April 9, 2020

Obermeyer Wood Investment Counsel Positions for Long-Term Growth with RedBlack Advanced Rebalancing & Trading Solutions

Atlanta, GA, April 9, 2020 — RedBlack Software LLC, a market leader for portfolio rebalancing and trading, today announced that Obermeyer Wood Investment Counsel, LLLP (Obermeyer Wood), an Aspen and Denver-based registered investment advisor with approximately $1.4 billion in assets under management, have entered into a long-term agreement to provide integrated trading, rebalancing, and order management services. The solution will be fully integrated with Orion Portfolio Solutions and the firm’s multiple custodians.

“We are excited to partner with Obermeyer Wood and are confident in o...

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