December 20, 2021

Case Study: Hirtle Callaghan Transforms Rebalancing and Trading Operations with intelliflo’s RedBlack

Case Study: Hirtle Callaghan Transforms Rebalancing and Trading Operations with intelliflo’s RedBlack
Hirtle Callaghan partnered with intelliflo's RedBlack to develop a new capability that enables the firm to simplify and scale the business without sacrificing the ability to tailor models to specific client needs and preferences.

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December 13, 2021

Dover Partners Chooses intelliflo’s RedBlack for Ability to Integrate with Existing Software and Better Customer Service

Dover Partners Select's intelliflo's RedBlack
RedBlack provides Dover Partners with account and household level rebalancing, multi-tier portfolio models, and integration with Clearwater Analytics’ investment accounting system.

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October 12, 2021

RedBlack, an intelliflo Solution, Launches Cloud-Based Rebalancing and Trading Platform

RedBlack, an intelliflo Solution, Launches Cloud-Based Rebalancing and Trading Platform
The RedBlack Cloud Edition provides a high-performance software-as-a-service (SaaS) solution to deliver advanced, personalized rebalancing and robust order management at scale in a multi-custodian environment.

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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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