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January 11, 2021

Clifford Swan Investment Counselors Goes Live on RedBlack Rebalancing and Trading to Scale to Growth and Meet Evolving HNW Client Needs

Independent registered investment advisor (RIA) firm Clifford Swan Investment Counselors has gone live on the RedBlack software solution for advanced rebalancing, householding, directed trading and trade-away order management. RedBlack replaces another vendor solution to help the firm scale to significant growth, implement model-based rebalancing while maintaining the ability to individually tailor portfolios, and leverage greater flexibility to meet on-demand requests of its sophisticated clients across multiple segments, accounts and households.

RedBlack enables the firm to apply drift mo...

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December 8, 2020

Giving Back: RedBlack Helps Community Residents in Need

Leading investment technology solution provider, RedBlack Software, is participating in several community programs throughout the holiday and winter season to help residents overcome economic and social challenges.

RedBlack’s community activities include:

 

Donating Thanksgiving dinners to New Horizons, a Manchester, NH-based organization that assists low-income persons to address the social issues they face
Sponsoring two large families as part of Lawrence, MA-based Lazarus House Ministries’ Project Bethlehem 2020 holiday giving program
Donating clothing and text...

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December 1, 2020

Round Rock Advisors Goes Live on RedBlack Rebalancing and Trading Software to Support Firm Growth and Diversity

Wilton, CT-based registered investment advisor (RIA) Round Rock Advisors has gone live on the RedBlack software solution for advanced rebalancing and streamlined trading to support business growth and a diverse set of clients, advisors and portfolio models.

Prior to RedBlack, Round Rock used Schwab’s custodial solution combined with spreadsheets, which required a number of manual processes including workarounds related to portfolio restrictions and cash actions. RedBlack enables the firm’s trading, operations and advisor teams to use its own portfolio models while providing trading effi...

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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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