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iRebal
Filed under: Trading/Rebalancing


Company info:

Top Executive: Benjamin Welch
http://www.irebal.com/
858-458-8043
4075 Sorrento Valley Blvd.
San Diego, CA 92121

RIA department info:

866-451-1252

Related articles:

Ted Rich will consider switching from RedBlack's rebalancing software to the new Black Diamond offering.

AdventConnect Report: Black Diamond will sell rebalancing software and better reporting on alternative investments
The Advent Software division will still collaborate with RedBlack and iRebal but some RIAs will switch to the new Black Diamond offering

Tom Bradley: It’s common practice to give pieces of tech to advisors coming on to a platform.

TD Ameritrade will continue to provide free software to breakaways on an ad hoc basis
Tom Bradley takes exception to how the giveaways are characterized

Barnaby Grist: We’re starting with large advisors and there’s quite a wait list.

Cetera spends millions on rebalancing software to make its reps more RIA-like
Automation of investment management using Folio Dynamix follows Advent implementation

Peter Giza: We’ve been desperate to not pigeonhole RIAs into a situation where they cannot afford us or can’t use us.

RedBlack's Peter Giza gives RIABiz a look under the hood of its Rebalance Express software
New Hampshire-based software maker competes with a lower price and an easy-to-use interface

Ben Welch: iRebal’s client base, currently at 67 firms, has doubled in the last two year. It has also experienced a five-fold increase in developers to five full-timers

Tech Review: iRebal thrives after TD Ameritrade acquisition
The trailblazing rebalancer is tweaking its business model but staying focused on big RIAs

Joel Bruckenstein: iRebal is still better technology but Tamarac is 'infinitely better' than it was two years ago.

Tamarac claims what was unthinkable two years ago -- that it is on the same playing field as iRebal for rebalancing software
Tamarac has made leaps, say iRebal loyalists, but it had a long way to go


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