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November 8, 2017

RedBlack Launches New Functionality to Enable Customizable Workspaces and Enhanced Workflow for Order Review and Approvals

RedBlack Launches New Functionality to Enable Customizable Workspaces and Enhanced Workflow for Order Review and Approvals
New tools provide wealth management firms critical controls and greater efficiencies

Bedford, New Hampshire, November 8, 2017 – RedBlack, the leading independent provider of portfolio rebalancing and trading solutions for investment management professionals, today announced the introduction of customizable workspaces and contextual order review for households. The new functionality is available in RedBlack’s latest release.

RedBlack’s new release enables use...

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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...

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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...

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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 ...

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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...

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