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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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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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May 8, 2018

RedBlack and Silver Announce Strategic Alliance

Relationship enables RIAs to improve workflows and enhance cash management capabilities; Alliance highlights best-of-breed, vertically integrated solutions

Bedford, NH and New York, NY – May 8, 2018 – RedBlack, the independent market leader in investment management solutions for rebalancing and trading, and Silver Management Group, Inc., a leading provider of business and technology solutions for the investment services industry, today announced that they have formed an alliance to improve client workflows and streamline complex fee and billing processes.

The partnership will enable ...

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November 14, 2017

RedBlack Announces Enhanced API Integration with Addepar

RedBlack Announces Enhanced API Integration with Addepar
Integration Streamlines Trading and Rebalancing Workflows for Clients on Addepar’s
Industry-Leading Financial Operating System 

Bedford, N.H., November 14, 2017 – RedBlack, the independent market leader in investment management solutions for rebalancing and trading, today announced an enhanced technology integration with Addepar. The integration enables financial advisors to quickly and easily access their Addepar data, execute trades, perform security level rebalancing and manage liquidity – all from a single location in R...

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