RedBlack Software, LLC, Unveils Rebalance Express™ 4.5

Share Article

Enhanced Portfolio Rebalancing Technology Offers Intuitive Solutions for Investment Professionals

RedBlack Software
The latest enhancements significantly improve trading execution, reduce internal costs and add to our clients’ bottom line.

RedBlack Software, LLC, a leading provider of software and services for the global investment management industry, today announced that it has launched Rebalance Express™ 4.5, a next generation portfolio rebalancing technology designed specifically for investment advisors. Version 4.5 introduces an open view, flexible framework that is scalable and allows firms to customize their clients’ specific portfolio/modeling needs, realizing significant improvement in trade execution, cost savings and firm margins.

“We remain dedicated and focused on rebalancing software and providing the best customer service possible to investment advisors,” said RedBlack Software President/CEO Daniel C. Potter. “For the past five years, RedBlack has worked closely with the financial services industry to bring to market the best rebalance and trade order management technology available to a broad audience of investment managers.” This release includes new features and enhancements to its household management view, trade order management and workflow automation rules and comes out of a period of unprecedented growth for the company.

Many new features, every one customer-focused, make up this anniversary release for RedBlack’s flagship product Rebalance Express™. The speed, power and immediate benefits of RedBlack’s fully automated and integrated rebalancing solutions are receiving high accolades from RIAs, wealth managers, family offices, banks, trust departments and other investment management firms, according to Potter. “We are now the largest independent rebalancing software firm, which allows us to proactively invest in the future market demands of our clients,” he said. “The latest enhancements significantly improve trading execution, reduce internal costs and add to our clients’ bottom line.”

RedBlack Software provides portfolio managers the ability to rebalance accounts and households, monitor drift, model and execute transactions more effectively. According to Mr. Potter, the solution organizes information around the workflow of each investment professional or team and provides modular features that enhance the portfolio management process.

About RedBlack
RedBlack Software, LLC is a provider of sophisticated, scalable portfolio management technology that enables investment managers to provide customized, tax efficient, individual account management to a multitude of clients. RedBlack Software’s applications are designed “by Advisors – for Advisors,” with application to a wide range of asset management firms, broker-dealers, banks, insurance companies, online brokerages, and other financial institutions. For product information visit

Share article on social media or email:

View article via:

Pdf Print

Contact Author

Daniel Potter
RedBlack Software, LLC
Email >
Visit website