June 23, 2021

Sound Income Strategies Chooses RedBlack, an intelliflo solution, to Streamline Trading and Implement Dynamic Model Strategies

Sound Income Strategies Chooses RedBlack, an intelliflo solution, to Streamline Trading and Implement Dynamic Model Strategies
Sound Income Strategies, an RIA firm with more than $1.4 billion in AUM, has implemented RedBlack, an intelliflo solution, to create block orders for best execution on one platform across multiple portfolios.

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April 12, 2021

Logan Capital Paves Growth Path with RedBlack’s Rebalancing and Trading Technology

Logan Capital Management
Pennsylvania-based registered investment advisor (RIA) firm Logan Capital Management has implemented rebalancing and trading software from RedBlack, an intelliflo solution, as part of a major initiative to enhance its ability to support the sophistication and scale of its growing business.

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January 11, 2021

Clifford Swan Investment Counselors Goes Live on RedBlack Rebalancing and Trading to Scale to Growth and Meet Evolving HNW Client Needs

Independent registered investment advisor (RIA) firm Clifford Swan Investment Counselors has gone live on the RedBlack software solution for advanced rebalancing, householding, directed trading and trade-away order management.

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December 8, 2020

Giving Back: RedBlack Helps Community Residents in Need

Giving Back: RedBlack Helps Community Residents in Need | RedBlack News
Leading investment technology solution provider, RedBlack Software, is participating in several community programs throughout the holiday and winter season to help residents overcome economic and social challenges.

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December 1, 2020

Round Rock Advisors Goes Live on RedBlack Rebalancing and Trading Software

Round Rock Advisors Goes Live on RedBlack Rebalancing and Trading Software | RedBlack News
Wilton, CT-based registered investment advisor (RIA) Round Rock Advisors has gone live on the RedBlack software solution for advanced rebalancing and streamlined trading to support business growth and a diverse set of clients,

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August 24, 2020

Adviser Investments Streamlines High-Volume Cash Actions on Plan Distributions with RedBlack

Adviser Investments Streamlines High-Volume Cash Actions on Plan Distributions with RedBlack | News
Newton, Mass.-based registered investment advisor (RIA) and family office, Adviser Investments has expanded its use of RedBlack’s rebalancing software to manage the raising and investment of cash across client accounts tracked in

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July 31, 2020

Fort Pitt Capital Group Selects RedBlack to Meet Clients’ Advanced Rebalancing Requirements

Fort Pitt Capital Group Selects RedBlack to Meet Clients’ Advanced Rebalancing Requirements | RedBlack News
As part of its commitment to implementing technology that will add value to the client experience, Pittsburgh, Pa.-based wealth management firm Fort Pitt Capital Group has chosen RedBlack’s rebalancing software.

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May 13, 2020

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

BakerAvenue Wealth Management Selects RedBlack for Portfolio Rebalancing, Order Management and Straight-Through Processing | News
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

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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

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December 11, 2019

Invesco Expands Digital Wealth Business with RedBlack

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

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