November 8, 2017
RedBlack to Host Technology Panel at IMPACT® 2017
RedBlack to Host Technology Panel at IMPACT® 2017
RIA Industry Leaders to Discuss How Technology Can Automate Back Office Processes, Decrease Total Cost of Ownership and Institutionalize Knowledge
Bedford, N.H., November 8, 2017 – RedBlack, the leading independent provider of portfolio rebalancing and trading solutions for investment management professionals, is hosting a panel presentation titled, “Technology: A Positive Disruption in the RIA Industry,” at IMPACT® 2017. The 30-minute presentation takes place at 11:15 a.m. CT on Wednesday, November 15 on The Exchange showcase sta...
Read more...February 1, 2017
RedBlack® Enhances Leadership Team with Appointment of John F. Grimaldi as Chief Operating Officer
Bedford, New Hampshire, February 1, 2017 – RedBlack®, a leading provider of software and services for the global investment management industry, today announced the appointment of financial industry veteran John F. Grimaldi as Chief Operating Officer (COO), a new position for the Company.
“John is a seasoned operating executive with 34 years of experience in the financial services industry, including key leadership positions with one of the world’s largest financial services software companies,” said Daniel C. Potter, RedBlack’s President and Chief Executive Officer. “With th...
Read more...September 9, 2016
RedBlack® Software – A Sponsor and Presenter at Charles Schwab’s IMPACT® 2016
Bedford, New Hampshire, September 9, 2016 – RedBlack® Software, LLC, a leading provider of software and services for the global investment management industry, is proud to sponsor Charles Schwab’s IMPACT® 2016 for the 6th consecutive year, which will take place October 24-27 in San Diego.
RedBlack’s own Kevin Winn (Director of Sales) and Jeff Comstock (Director of Client Relations) will take the stage and present RedBlack: Positioning Today’s Advisor for Compliance and Growth, with a key focus on scalability, Investment Policy Governance, Mutual Fund Trading, Multi Asset Class ...
Read more...May 19, 2015
RedBlack Software to Launch Integrated Portfolio Rebalancing and FIX-Compliant Order Management System at Pershing INSITE 2015
Company Helps Advisors and Buy-side Investors Transform Their Businesses through Best-of-Breed Technology
Bedford, New Hampshire, May 19, 2015 – RedBlack Software, LLC, a leader in investment management technology for the global wealth management industry, today announced that it will introduce its integrated portfolio rebalancing, trading and FIX-compliant order management system at Pershing’s INSITE 2015 conference. INSITE takes place June 3-5 in Orlando, Florida.
“What differentiates our solution is that it is designed to deliver best execution, combining automated portfolio m...
Read more...June 26, 2014
Announced: Integration with Envestnet Advisor Suite
Bedford, NH - June 26, 2014 - RedBlack Software today announced the successful integration with Envestnet Advisor Suite.
Envestnet Advisor Suite users can now seamlessly import portfolio data into RedBlack, and then use the RedBlack platform to rebalance and trade client accounts, households, and composites.
With the addition of the Envestnet integration, RedBlack now imports data from 20 different portfolio management systems, trust accounting systems, and custodial data sources.
Said Kevin Winn, Sales Executive at RedBlack, "We understand that our clients appreciate choice and requi...
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