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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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December 11, 2019

Invesco Expands Digital Wealth Business with RedBlack

Firm grows global digital wealth technology and services to provide advisor-powered digital capabilities

Atlanta, December 11, 2019 – Invesco Ltd., a global independent investment management firm, announced today the expansion of its digital wealth business supporting advisors, end- investors, and financial institutions with industry-leading tools, resources and investment capabilities. RedBlack, a market-leader in portfolio rebalancing and trading technology, joins Invesco, bringing more than 150 clients and $350 billion of platform assets. The team comprises 60 members based in Bedford,...

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November 19, 2019

Evoke Wealth Selects RedBlack for Portfolio Rebalancing, Order Management and Straight-Through Processing

Technology Enables Investment Advisory Firms to Maximize Productivity, Reduce Costs and Save Time

BEDFORD, N.H., November 19, 2019 -- RedBlack Software LLC, the independent market leader for portfolio rebalancing and trading, today announced that Evoke Wealth, LLC (Evoke), a Los Angeles-based registered investment advisor with approximately $3.8 billion in regulatory assets under management, has selected RedBlack for portfolio rebalancing, trade order management and straight-through processing.

“Our partnership with Evoke underscores our commitment to deliver best-of-breed portfolio re...

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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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