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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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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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February 20, 2013

Announced: Integration with Scottrade® Advisor Services

BEDFORD, NH – February 20, 2013 – RedBlack Software today announced the successful integration with Scottrade® Advisor Services.

Registered Investment Advisors that custody with Scottrade® Advisory Services can now seamlessly import their portfolio data into RedBlack, use the RedBlack platform to rebalance and trade client accounts and households, and submit trades to Scottrade® for execution.
With this integration, RedBlack Software continues to expand its broad portfolio of integration partners and deliver best-of-breed rebalancing and trade order management solutions to the inves...

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