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.

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.

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,

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

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. This software will allow Fort

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

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

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

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

Technology Enables Investment Advisory Firms to Maximize Productivity, Reduce Costs and Save Time BEDFORD, N.H., November 19, 2019 — RedBlack Software LLC, the independent market leader for portfolio rebalancing and trading, today

IEQ Capital Selects RedBlack for Portfolio Rebalancing, Order Management and Straight-Through Processing test

Technology Enables Investment Advisory Firms to Streamline Client Workflows and Enhance Efficiency as They Scale BEDFORD, N.H., November 12, 2019 — RedBlack Software LLC, the independent market leader for portfolio rebalancing