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November 12, 2019

IEQ Capital Selects RedBlack for Portfolio Rebalancing, Order Management and Straight-Through Processing

Technology Enables Investment Advisory Firms to Streamline Client Workflows and Enhance Efficiency as They Scale

BEDFORD, N.H., November 12, 2019 -- RedBlack Software LLC, the independent market leader for portfolio rebalancing and trading, today announced that IEQ Capital, LLC (IEQ), a Foster City, California-based registered investment advisor with approximately $8.2 billion in regulatory assets under management, has selected RedBlack for portfolio rebalancing, trade order management and straight-through processing.

“Our partnership with IEQ underscores the foundation on which RedBla...

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November 5, 2019

Blog post: RedBlack Announces the Launch of Salesforce Connector on Salesforce AppExchange, the World’s Leading Enterprise Cloud Marketplace

RedBlack’s customers can now benefit from streamlined CRM workflows and increased efficiency

Bedford, New Hampshire November 5, 2019 – RedBlack, the leading independent provider of portfolio rebalancing, trading and order management solutions for investment management professionals, today announced that it has launched the RedBlack Salesforce Connector on Salesforce AppExchange, empowering customers to enhance financial advisors’ and wealth managers’ workflows and client experience.

The integration enables advisors to use the Salesforce platform to view their clients’ RedBlack ...

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November 4, 2019

RedBlack’s New Multi-Tier Modeling Capabilities Empower Advisors to Reduce Model Management While Increasing Portfolio Flexibility

Company Also Introduces New Capital Gains Budgeting Feature for Advisors with
Tax-Sensitive Clients
BEDFORD, New Hampshire, November 4, 2019 – RedBlack, the independent market leader for portfolio rebalancing and trading, today announced a new software release that includes a powerful new tool for investment management: multi-tier portfolio modeling capabilities, which give large advisors with sophisticated modeling requirements even greater flexibility to address specific portfolio needs. RedBlack (Booth 312) will demo its multi-tier models at Schwab IMPACT 2019 Nov. 4-7 at the San Diego ...

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February 13, 2019

RedBlack Launches 2019 Fintech Industry Survey

Research to enable advisors to advance their practice by learning how companies are prioritizing fintech investments for the year

Bedford, N.H. – February 13, 2019 – RedBlack, the independent market leader in investment management solutions for rebalancing and trading, today announced the launch of its 2019 Fintech Industry Survey, which will provide insight on how financial advisory firms are using rebalancing and trading technologies to advance their practices.

RedBlack invites advisors and wealth managers at single- and multi-family offices, institutional managers, RIAs, trust com...

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October 29, 2018

SS&C Technologies Signs Multi-Year Extension of Alliance Agreement with RedBlack

Investment Management Professionals Can Access RedBlack’s Rebalancing Solution Through SS&C Advent Platforms

BEDFORD, N.H. – October 29, 2018 – RedBlack, LLC, the independent market leader in investment management solutions for rebalancing, order management and trading, today announced a multi-year extension of its alliance agreement with SS&C Advent, a division of SS&C Technologies.

“What matters to us is the success of our clients. We help them achieve that through our own rebalancing solutions and through partnerships with alternative providers. Our relationship wi...

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