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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-party...

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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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